Overview
You can invite users to your Lusha account by adding their email addresses within the Team management area.
If you are the admin or manager of the account, you can easily manage the team!
How it works
Please follow the steps below or you can also follow this interactive walkthrough to learn how to invite users to your plan.
💡 Note: Invites count as seats. Admins can’t invite more people than the number of seats available..
To add users to your Lusha account, you can do the following:
1. When logged into your Lusha account, click on the Team Management tab in the upper right navigation pane.
2. Click "+Invite Members" in the right-hand corner of the page.
3. Add their email address and choose the role the user should have. Depending on your needs, you can invite members one by one or in bulk!
4. Click "Send invite".
The invited members can approve the invite via the Lusha dashboard or their inbox.
Bulk Invite users
You also have the option to upload a CSV of the emails you would like to invite. Please make sure you follow the guidelines.
The CSV file must contain one column containing email addresses (up to 500K). To do so, please click on 'Upload CSV'.
💡 Note: Invitations expire in 14 days. There is always an option to cancel an invite and re-invite your team member again.
Lastly, the user will receive an invitation via email and needs to click Join the team to become a member.
If the user is already logged into their account, they should see a purple bar at the top of their dashboard. Please click "Accept Invitation" to join:
Then, make sure to press "Swap accounts".
Manage your invites
On the team management home screen, press on "Invites.
The invite tab will display canceled and expired invites for 30 days, making it easier to track what’s happening.
By pressing the 3 dots (...) next to the invite, there is an option to:
Resend Invite
Copy invitation link in order to send it directly to the invitee
Move to group
Cancel Invite
💡Note: You can also perform bulk actions in any team management tab such as:
Removing members from the account
Adding users directly to a group
Removing users from a group
Canceling pending invites
That's all! Now you are ready to manage your team with ease.