Invite and Manage Team Members

In this help doc, we’ll walk you through the steps for inviting your teammates to GrowthLoop, adding them to the right teams and managing their roles and access.

Inviting teammates

The first step to have your teammates join GrowthLoop is to invite them. To do that, head over to the Organization menu on the left hand side and click on the Invitations tab.

There you’ll see an Invite Teammates button which opens the following modal. If you (who is sending the invite) only belong to 1 team, the new user will automatically be invited to the same team and the modal does not ask you to pick a team to invite your teammate to.

If you belong to multiple teams, then the invitation modal prompts you to choose the team you’d like to invite the new user to, like the screen below:

Enter your teammate’s email address, define their role and include a quick invitation message before you press Send invitations.

Your teammate will then receive an email from [email protected] that looks something like this:

Once they click the link in the email to join your organization, they’re prompted to sign up, either using Google OAuth or by setting up an email & password. Make sure they pick the Sign Up tab.

Once they join, they’re added to the team you invited them to.

Adding teammates to specific teams

To add a teammate to a different team in your organization, open Organization and select the Teams tab. Select the team you want to update to open its details.

To create a team, select Create Team, enter a team name, and choose the users and Source Connections to include.

In the team's Users multiselect field, select the teammate and save your changes. To remove a teammate from this team, clear their selection and save. This changes membership in this team only; it does not remove them from the organization or change their roles on other teams.

Adding users to a team manages membership only. Set their roles for each team separately in the Users tab. Learn how roles work in Role Management & Permissions.

Role modification and access

To change a teammate’s roles, open the Organization menu and select the Users tab. Find the teammate in the Users table, then select their row to open the user modal. Under Teams and roles, choose one or more roles for each team and click Save. This changes the roles on those team assignments; it does not change the teammate’s membership in the teams.

Roles determine what a teammate can do in the active team. A teammate may have different roles on different teams, and permissions from multiple roles combine within the active team. See Role Management & Permissions for role details and the permissions table.

And if you need to deactivate a teammate’s access to GrowthLoop turn off the Activate toggle in front of their name, which prevents them from logging into the platform if deactivated. You can always reactivate the user and they can log back in.

We hope you find this resource helpful and if you have any questions, please contact our team at [email protected].