You can invite new users to your Copper account in just a few steps.
Step 1: Access the Invite Button
There are two ways to invite a user:
Click your company name in the top-left corner and select Invite New Users, or
Go to Settings (Customization) → Users → User Management
Step 2: Check Available Seats
Before inviting a user, make sure you have an available seat:
If a seat is available, you can invite the user right away
If not, the user will be added on a 7-day trial, after which you’ll need to add a seat for continued access
Step 3: Send the Invite
Click Invite Users
Enter the user’s email address (you may see suggestions if they’re already in your contacts)
(Optional) Expand settings to:
Assign Admin access
Add the user to a team
Click Send Invite
The user will receive an invitation via email, however they can login immediately at app.copper.com.
What is a 7-day user trial?
A user trial lets a new user access Copper for 7 days at no cost and without occupying a paid seat. During or after that period, an admin, account owner or authorized user can assign the trial user to an empty seat if one is available by going to Settings > Account Settings > Company & Invite New Users. If all seats are filled, the account owner can purchase an additional seat for the new user.
If it turns out that the trial user doesn’t need Copper access after all, you can simply let their trial expire. We don't charge you automatically at the end of a trial.
User trials are helpful for:
Giving a teammate access to Copper as soon as possible, even if the account owner hasn’t had a chance to purchase a seat.
Testing to see whether it would be beneficial to give a new teammate a paid seat in Copper.
Letting a teammate from another department try out Copper to see if their department would find value in using it.
Re-assigning a paid seat from an old user to a new one without any hiccups.
Who can invite new users?
By default any user can invite a new user to Copper if a seat is available.
Admins and Account Owners have access to a checkbox for "Only allow Account Owners and Admins to invite new users" - this allows them to block regular-level users from inviting additional users.