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: You must be an account admin or manager to invite or remove a team member.
To add users to your Lusha account, you can do the following:
When logged into your Lusha account, click on the Team Management tab in the upper right navigation pane.
Click "+Invite Members" in the right-hand corner of the page.
Add their email address and then follow the on-screen instructions.
You can choose whether you would like to invite them as a user, admin, or manager.
Click "Send invite".
The invited members can approve the invite via the Lusha dashboard or their inbox.
To receive a list of members from your organization, click on Invite Members >> Invite your team.
Select the members that you wish to invite and click on Send Invite.
💡 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 are expire in 14 days. There is always an option to cancel an invite and re-invite your team member again.
Another option is to invite members who do not appear on the list is by typing their email addresses.
Depending on your needs, you can invite members one by one or in bulk!
Lastly, the user will receive an invitation via email and needs to click Join the team to become a member.
💡Note: You can also perform bulk actions in the 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.