Invite your team
Invite teammates to your Salefy company by email, choose their role, and see how they join. Pending invitations use up seats until they expire.
Owners and admins invite people from Administration → Users. The page is titled Members.
Send an invitation
Go to Administration → Users.
Under Invite a teammate, enter the person's address in Email.
Pick a Role: User, Manager or Admin. See Users and roles for the difference.
Click Send invitation. You see "Invitation sent" and the invitation appears under Pending invitations.
If the email could not be sent, you see "Invitation created, but the email could not be sent. Ask them to sign in with this email to accept it." The invitation still works.
You can also invite people when you create the company, with Invite teammates (optional).
Accept an invitation
The invited person signs in with the address that was invited, by Google or by email code. They can use the link in the invitation email or go straight to the sign-in page.
The Welcome to Salefy page lists Your invitations, for example "Alex Morgan invited you as User".
They click Join. They see "You joined" followed by the company name, and land on the company's dashboard.
The invitation is tied to the email address. Someone who signs in with another address does not see it.
Seats and limits
Each plan has a limit on members. Members shows how many are used, for example "2 of 10 seats used (pending invitations count)". A pending invitation takes a seat until it is accepted, cancelled or expired.
- If the company is full, inviting fails with "The company has reached its member limit (pending invitations count)". Cancel an invitation, remove a member or change plan.
- Inviting an address that is already invited renews that invitation with the new role instead of using another seat.
- Inviting someone who is already a member fails with "This person is already a member of the company".
- Invitations expire after 7 days. The Expires column shows the date.
Cancel an invitation
In Pending invitations, click Cancel on the row. You see "Invitation cancelled" and the seat is free again.
Create your company
Sign up for Salefy, create your company, pick its base currency and start your 14-day free trial. No card is needed to begin.
Free trial and plans
Salefy starts with a 14-day free trial of the Team plan, no card needed. See what Starter, Team and Business include and what happens after the trial.