I have someone new on my team. How do I add him to copper?
Best answer by Evan from Copper 22 April 2021, 15:46
Only 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?
The new user will receive a confirmation email where they can accept your invitation.
I think you can do this under settings, invite new users. Might have to add a license though.
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