Inviting team members to your Smarter Launch account allows each person to set up their own profile, including details like their photo, license number, and any additional fields you’ve created under Custom Fields for Team Members.
Additionally, ensure you have enough licenses available before inviting team members. Licenses can be managed directly through the platform to accommodate additional users. Plan access changes strategically to align with operational needs and avoid unnecessary costs. By regularly reviewing user roles and access levels, you can ensure they align with current responsibilities and identify opportunities for cost optimization.
Licenses in Smarter Launch are provisioned on a per-user basis and are billed monthly. Each user who needs access to the platform must have an active license. For example, technicians require a Smarter Launch license to access the software and perform their tasks. This ensures that all users have the necessary permissions and tools to operate within the system effectively.
Adding a New Team Member
Go to Settings → Team.
Click the Invite Team Member button.
Fill in the new team member’s information in the dialog that appears.
Click Send Invite.
The invited team member will receive an email with a link to join your account.- Clicking the Invite Team Member button will automatically increase your available license count, allowing you to add new users.
The invitation link is valid for 7 days. If the team member doesn’t accept the invitation within that time, you can easily resend it:
Click the Actions button next to their name.
Select Re-send Invite.
Handling "Confirmation Needed" Entries
Sometimes, you may see entries in the Team list marked as "confirmation needed." These entries are typically pulled from your CRM to simplify the invitation process. If you encounter this situation and do not have enough licenses:
Click on the "Invite Team Member" button to increase your license count.
Once you have sufficient licenses, proceed with inviting the team members listed as "confirmation needed."
Common Errors when Adding a Team Member
"Plan Limit Error"
Select the "Invite Team members button" to increase the plan limit (Owner access role only)
"The Email Has Already Been Taken" or "Email Not Found. Please Register for an Account."
The error message listed above means exactly what it says. However, it might also be confusing especially when you try to log in using the same email. This is the specific error message you may come across when trying to log in:
Deleting or Disabling a Team Member
Select the "three dots" to the left of the team member's name
Select "Disable" or "Delete" team member
You will be prompted to re-assign any proposals to a new team member
When you delete a team member, you will free up a license seat. This does not mean that your total license cap is reduced. To reduce your license cap, reach out to support@smarterlaunch.com