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How to invite a team member?


You can invite team members to your Collect account, allowing them to collect documents and information from your clients.

To invite your team members, go to the settings menu by clicking on your name on the top right of the app (1) and then on “Settings” (2).

Open the settings in Collect

Select “Team” in the left-hand navigation bar, then fill the form with the email and the name of your team member.

How to invite your team members in Collect

If your campaigns are private, don’t forget to add your new team member if you want to share it with them.