How to invite a team member

Overview

AdHub lets you invite team members to your workspace and assign each person a role. This guide walks you through sending an invite from Settings > User Management.

Video walkthrough

Watch: inviting a team member

Before you begin

Note: You must be the workspace Owner or Admin to invite team members.

Steps

Step 1 — Open Settings

Click the Settings icon (⚙️) in the top-right corner of your AdHub dashboard.

Click the Settings icon in the top-right corner

Step 2 — Click Invite Team Member

In Settings > User Management, stay on the Users tab and click the + Invite Team Member button.

Click the + Invite Team Member button

Step 3 — Enter the email address

In the Invite Users dialog, type the team member's email address in the Email Addresses field and press Enter after each one.

Enter the email address and press Enter

Tip: You can invite several people at once. Press Enter after each email address before sending.

Step 4 — Select a role

Choose a role for the invited user from the Role dropdown: Admin, Manager or Agent.

Select a role from the dropdown

Step 5 — Send the invite

Click Send Invites to send the invitation email.

Click Send Invites to send the invitation email

What happens next

• The invited person receives an email with a link to join your workspace.
• Until they accept, they appear under the Invited tab in User Management.
• Once they accept, they move to the Active tab with the role you assigned.
• If the email does not arrive, ask them to check their spam folder.

Accepted invites appear in the Active tab

Related articles

• How to deactivate or activate a team member
• How to set up lead assignment for team members