Please note only Admins and Account Owners can invite new users.
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 a confirmation email where they can accept your invitation.