Invite Team Members
Add users to your company workspace with configurable access levels for collaboration across pipelines.
Inviting users
- Go to Settings → Company Settings → Users
- Click "Invite"
- Enter their email address
- Click Send
The invitee receives an email with a link to accept the invitation. To accept, they log into their Slate account (or create one if they do not have one yet). They join the company as a Member by default.
Managing users
From Settings → Company Settings → Users you can promote members to Admin, remove admin access, or remove users from the company.
| Admin | Can create and update items, pipelines, teams, and add members |
| Member | Can work with items, contacts, and tasks within pipelines and stages they have access to |
Setting up teams
Teams are separate from user roles. While a user's role controls what they can do company wide, teams control what users can see at the pipeline and stage level.
- Go to Settings → Company Settings → Teams
- Create a team (e.g., "Sales", "Support", "Engineering")
- Add members to the team
- Assign the team permissions on specific pipelines or stages
For example, your "Sales" team might have access to the Sales pipeline but not the Support pipeline. A user who is a Member with the "Sales" team only sees the pipelines and stages that team has been granted access to.
See Teams & Permissions for more details.