Before inviting a user, confirm that your subscription has an empty seat for them to fill. Account Owners can add seats by going to Settings > Billing.
This article covers:
Inviting a New User
Follow these steps to invite a new user to Copper:
- From the Copper web app, click Settings from the left hand menu.
- Scroll down to Account Settings and click Company & Invite New Users.
- Click the Invite New Users button in the upper right corner.
- This pop-up will appear:
Name: Enter the name of your team member.
Email: Enter the email address your team member's Gmail address.
System Admin: Do you want this person to be an Admin?
Google Sync: Do you want this person's emails and calendar events to be synced with Copper?
Data Export: Do you want to allow this person to export data?
Dropbox: Do you want this person to use dropbox to sync files?
- Click 'Save.'
The new user will receive an invitation email.
Who can invite new users?
By default, any Copper user can invite another user.
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.