Account Admin - Manage Invites

As an Account Admin from app.spekit.co/

1 ) Click the Settings (gear) icon

2 ) Click Invite   - You will see three options for the Manage Invites screen  

- Invite Salesforce users - if you have already connected to Salesforce and want to invite Salesforce users, this option allows users to login with their Salesforce credentials and not have to remember a second login

- Invite users by email - this option will ask you to create a Spekit username and the user will create their own password when they receive the invite

- Pending invites  - allows the Account Admin to see who still needs to accept their Spekit invites

  - From the Invite Salesforce Users screen

1 ) The Account Admin can select from Salesforce users by profile to send a Spekit invite to   -From the Invite with email screen 1) The Account Admin will enter the following information for each person

• First Name
• Last Name
• Email
• Create the Spekit Username (this is required if your organization does not use the Salesforce integration)

2 ) Click the blue Choose team and role button   - A pop up will appear in the center of the screen - Select a team and role in this team

3 ) Click the drop down to add the Team for the user - for the example I selected the default All Spekit Users team

4 ) Click Select team-specific role drop down to select from the roles of:

• Viewer
• Expert
• Team Admin

5 ) Click the blue Add # user button  

- From the Pending Invites screen - The Account Admin can keep tabs on who has accepted and who still has a pending Spekit invite in their inbox