Invite your team
Invite people to your company by email with a role, and resend or revoke invites.
Updated 12 October 2026 · 3 min read
You add people to Salesfresh by inviting them by email, each with a role. They get an email, accept it, and set up their account.
For example, a solar installation company hires two salespeople. The owner invites both at once, with the Sales Representative role. Each gets an email, clicks Accept Invitation, and sets a password. They start working the same day.
Before you start
- To see invites, you need the View Invited Users permission. To send one, you need Invite Users. To pick a role, you need View Roles.
- To resend an invite, you need Resend Invitations. To revoke one, you need Revoke Invitations.
- Create the roles first. See Create a role.
- Your plan sets how many users you can have. Active users and invites that haven't expired both count. See Your subscription and billing.
If you don't have a permission you need, ask your admin.
Invite people
- Go to Settings > Manage Users > Invite Users.
- Click Invite. The Invite Users window opens.
- Enter an email and pick a role. Click + Add Another to invite more people at once.
- Click Invite People.
| Field | What to enter |
|---|---|
| The person's email address | |
| Role | The role they get when they join |
Each person gets an email with an Accept Invitation button. The link works for 3 days.
If the person is already active in your company with a role, they get the new role straight away, without an email.
Follow up on invites
The Invite Users page lists every invite with its role, status, and when it was accepted or revoked.
| Status | Means | You can |
|---|---|---|
| Pending | Sent, not accepted yet | Click ⋮, then Resend to give them 3 more days, or Revoke to cancel it |
| Accepted | They've joined | Nothing more to do |
| Revoked | You cancelled it | Click Invite and invite them again |
Resend and Revoke ask you to confirm first. When you revoke an invite, the person gets an email.
Troubleshooting
| You or they see | Why | What to do |
|---|---|---|
| "You have reached the maximum of … user(s) on your current plan. …" | Your plan's users are used up | Revoke pending invites, deactivate someone, or add seats |
| "This invite has already expired." | The 3 days have passed | Resend the invite |
| "This invite was not sent to your email address." | They signed in with a different email | Sign in with the invited email |
| "An account with this email already exists. Please sign in to continue and accept your invite." | They already have an account | Sign in instead of signing up |
| "Invalid email" or "Please choose a role" | An email or role is missing or wrong | Fix the row |
Related
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