Adding a Team Member

You can manage your team and grant access to your AI Assistant's account for your colleagues and team members.

When logged into Saleswhale, click on your name at the top right of the page and select "Manage Team" from the drop-down menu. 

On the right-hand side of the page, select "Invite a Teammate."

Enter the email of the teammate you wish to add and click "Search."

Next, enter the details of your teammate. Once ready, select "Add & Invite."

Your new team member will receive an email invite to create a Saleswhale account and join the team.

Removing a Team Member

You can manage your team and archive team members. This action will remove access for the team member to their Saleswhale account.

On the Manage Team page, select "Archive" under the team member you wish to archive. When successful, the selected team member will be shown as archived. If you wish to reactivate access for your team member, simply click on "Unarchive".

Note: If this user has access to several different accounts (i.e. has access to several AI Assistants), you will need to individually archive them in each account.

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