Collaboration is built into ReachHQ. Invite team members to share the workload — from creating campaigns to managing contacts and responding to leads.
Sending an Invitation
- 1
Go to Settings → Team.
- 2
Click 'Invite Member'.
- 3
Enter the person's email address.
- 4
Select a role: Admin, Member, or Viewer.
- 5
Click 'Send Invitation'.
- 6
The person receives an email with a link to accept the invitation.
Invitation Lifecycle
| Status | Description |
|---|---|
| PENDING | Invitation sent, awaiting response. |
| ACCEPTED | Person joined your organization. |
| DECLINED | Person declined the invitation. |
| EXPIRED | Invitation was not responded to before the expiry date. |
Info
Only OWNER and ADMIN roles can send invitations. You can revoke a pending invitation at any time from the Team settings page.
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