Invite users to your team

Created by Paul Mendoza, Modified on Fri, 26 Aug 2022 at 09:09 AM by Paul Mendoza

You must be an Administrator to perform this action.


Invite Users


  1. Go to Settings -> Users -> Add User
    1. Email Address - The user must signup for an account with this exact email address.
    2. Role - Assign the role for the user. Don't make everyone an Administrator. 
    3. Teams - Only set this if restricting access to contacts based on teams. Talk to support@sigparser.com if you are using this to make sure it gets configured properly.
    4. Mailboxes and Contact Sources
      1. If users will each connect their own mailboxes do nothing for this field.
      2. If you have already connected the mailboxes for the users as the admin then map their mailbox to their user. 
    5. Click Add
  2. The user will receive an email. They should go to https://app.sigparser.com and signup for SigParser. They will then be asked to accept the invite and will be in the team.


This video explains configuring users and roles.





Troubleshooting


The invited user didn't get the email invite

That's okay. There is nothing special about the email invite. 


The person can go to https://app.sigparser.com and signup. We'll see their email address matches the one you invited and they'll get access.


The user signed up but can't see the same contacts

The person likely created their SigParser account before you sent them the invite. They had their own SigParser account setup. An user can only be mapped to one SigParser database at a time. They'll need to delete their account and then signup again. When they signup they'll be prompted to join the team. 

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