Invite Team Member
Now, let's check how these members work in Orkap.
When any logged in member creates new email (Outreach), this mail will be automatically assigned to him. But there is an option to change the Assignee.
Now, owners and managers can see and manage every setting. Managers can't delete owners or other managers.
Members can't see the billing and invitation settings.
Otherwise all roles will have access to all the outreach features.
Important Note: Owners cannot directly delete any user. They can make any member inactive. To delete any user and their data, kindly contact our support team.
How to Invite Team Member
In the team member section, you can see and manage team access.
Click "Invite Member" to add a new user via email. When adding a new member, you need to define their:
- Name
- Role
Note: Currently you can not change the role after invitation. So invite carefully.
The member will receive an email, where they can click the "Accept Invitation" button and register in orkap to join.
How to See Member Overview
You can go to Settings > Team Members to see invitation details. Also, you can see an overview data analytics for:
- Total Members
- Pending Invites
- Available Seats
to find a member, you can use the search bar to find specific team members.
And for each team member on the list the table entry will show:
- Name
- Role
- Status
- Action
How to Disable Active Member
Once you invite someone, admins can disable certain members. Simply go to Settings > Team Members to see the list of active members.
Then, select the “Action” button (3-dot) of the member you want to disable. Click the “Inactive” to make that member inactive.
How to Resend Invitation
After you invite someone, but they might have missed the invitation email, or it didn’t go through. You can resend the invitation.
Simply go to Settings > Team Members to see the list of invited members.
Then, select the “Action” button (3-dot) of the member you want to re-invite. Click the “Resend Invitation” to send another invitation email.