How to Send a Team Invitation
๐ฅ Sending team invitations is a crucial step in building a collaborative environment for your project or organization. Follow these simple steps to ensure that your team members are seamlessly added to your team.
Step 1: Sign in
a) Sign in to https://app.customgpt.ai/.
![](https://files.readme.io/4f242ba-9d23b11-Screen_Shot_2023-08-15_at_10.54.12_AM.png)
Step 2: Open Account View
a) Click on your profile.
![](https://files.readme.io/d9b91e4-TeamsClickProfile.png)
Step 3: Navigate to Teams Settings
a) Click on "Teams".
![](https://files.readme.io/018adb9-TeamsClickTeams.png)
Step 4: Invite New Users
a) Once in "My Team" view, click on "Invitations".
![](https://files.readme.io/d42b56f-TeamsClickInvitation.png)
b) Input email address of user you'd like to add to your team.
![](https://files.readme.io/99370fc-TeamsEnterEmail.png)
c) Open the "User Role" drop-down menu.
![](https://files.readme.io/6e36052-TeamsOpenRoles.png)
d) Select the desired User Role.
![](https://files.readme.io/b98e7a6-TeamsChooseRole.png)
e) Once email and role is set, click on "Invite" to send invite to user.
![](https://files.readme.io/f252d0e-TeamsPressInvite.png)
Step 5: Accept Invitation
a) Your user can log in to their email account and access the email received, named "Team Invitation".
![](https://files.readme.io/affc619-Screen_Shot_2023-10-13_at_11.58.54_AM.png)
b) If your user already has an account, they can click on "Accept Invitation".
![](https://files.readme.io/ed318b1-Screen_Shot_2023-10-13_at_11.41.44_AM.png)
c) If your user does not have an account, they can click on "Create account" first.Create an Account Guide.
![](https://files.readme.io/e962a09-Screen_Shot_2023-10-13_at_11.42.46_AM.png)
c) When your user's account is created, they can go back to the email received and click on "Accept Invitation".
![](https://files.readme.io/ed318b1-Screen_Shot_2023-10-13_at_11.41.44_AM.png)
Congratulations! You've successfully sent a Team invitation. With this task completed, your team will now grow and collaborate seamlessly, fostering an environment of unity and productivity โ
Updated 4 months ago