Step-by-Step Instructions
Open Settings
Go to the top right corner of your workspace.
Click on Settings.
Navigate to the Team Section
In the tabs, select Team.
Click Invite
Press the Invite button in the Team view.
Fill in the Details
Email: Enter the team member’s email address.
Department: Select the department they belong to.
First name and last name: Add their full name.
User role: Choose between Admin, User, or Analytics.
For a full explanation, see Understanding User Roles.
Seat type: Decide if the user can record meetings and calls
Send the Invitation
Click Invite to send the invitation.
The new team member will receive an email with instructions to join.
Inviting Multiple Users in Bulk
If you are onboarding a large team, you can invite multiple users at the same time.
Navigate to Settings and select the Users tab.
Click the + Invite button.
Switch the toggle at the top from Single to Multiple.
You can now add users in two ways:
Manually: Type or paste your team's email addresses into the text box, separated by lines or commas.
CSV Upload: Click Browse files or drag and drop your detailed CSV file into the upload area.
Click Next.
Review the imported list. You can edit the Department, First Name, Last Name, User Role, and Seat Type for each individual row.
Click Invite team members to send out the invitations.
Tips & Best Practices
Make sure to assign the right user role to control access and permissions.
Check your available seats before inviting new members.
Keep department assignments consistent to organize your team effectively.
Troubleshooting
Invitation not received: Ask the team member to check their spam folder.
Seat limit reached: Contact your admin or Kickscale support to manage your subscription.
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If you need further assistance, feel free to reach out to us at support@kickscale.com.