Help / Getting started
Invite your team and choose roles
Send invitations, pick the right role for each person, and change or remove members.
- 1Go to Settings → Members and click Invite.
- 2Enter the person’s email and pick a role. You can only give roles at or below your own.
- 3The invitation appears under Pending invitations. The person gets an email; you can also copy the link from the row and send it yourself.
- 4Someone who already uses Neugent with that email also sees the invitation inside the app, at the top of every page and in the organization switcher, and can join from there.
- Invitations expire after 7 days. Inviting the same email again replaces the old invitation, and the X on a row cancels it.
- The person must sign up or sign in with the same email address the invitation was sent to.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including deleting the organization. |
| Admin | Everything except deleting the organization: members, settings, connections, billing, approvals. |
| Manager | Run the work: import, export, and delete leads, create and launch campaigns, assign conversations, approve actions, invite Members. |
| Member | Work leads, companies, conversations, calls, and meetings. Read campaigns and analytics. |
Give each person the lowest role that fits their work; you can raise it later. Controls a role cannot use are hidden rather than shown and refused.
Change or remove someone
On Settings → Members, open the ⋯ menu on a member’s row. You can change or remove people whose role is at or below yours, but not yourself. Every change is recorded in the activity log.
Something not working the way this says? Write to support@neugent.ai.