The Distrobird platform is designed for collaboration; whether you run a sales, support, customer success, or IT team.
Here’s how to invite team members to collaborate with
- Select Teams from the hamburger menu on the side navigation. This will take you to your Teams page.
- On your Teams page, click on the Invite Members button at the top right corner of your screen
- Next, provide the following details to invite team members:
- Email address- In this field, enter your teammates' email address and click the 'Enter' button on your keyboard. To invite multiple teammates at a time, enter more than one email address and separate with a comma.
- Role- Click on the Role dropdown and select a role for your teammate.
- Message (optional)- Enter a message to be sent with the invitation in this field.
- Add invitees to an existing team (optional)- Click on this drop-down and select the teams you want to add invitees to after they accept your invitation. Note: all new members will be added to the default General Team.
- Finally, click Send Invite and you’re all set!
Once invites have been sent out, you can view the status of pending invites by clicking on the“Pending Invitations” tab at the top of your Teams page.
