I have someone new on my team. How do I add him to copper?
Best answer by Evan from Copper
View originalI have someone new on my team. How do I add him to copper?
Best answer by Evan from Copper
View originalOnly Admins and Account Owners can invite new users to Copper.
Before inviting a new user, first confirm that your subscription has an empty seat for them to fill. If a seat(s) needs to be added, Account Owners can do so by going to Settings > Billing.
Follow these steps to invite a new user to Copper:
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.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.