Manage teammates and company access
Add colleagues to your company and understand the limits of team-management access.
Add colleagues to your company and understand the limits of team-management access.
Before you start
Confirm that the colleague belongs in your company and that you are authorized to add them.
Steps
Open Settings, then Team.
Choose Add Team Member and enter the person's First Name, Last Name, and Email Address.
Choose Add Member and check that the member appears in the team list.
Ask the colleague to use their own invitation or sign-in flow. Request help from an authorized administrator if an account needs disabling.
What happens next
The member is associated with the company and an invitation is attempted. Creating a team member does not grant Dealflow administrative capabilities.
Common problems
An email already registered to a member cannot be added again. Account status changes require the Members administrative permission; ordinary company membership is not enough, even if a control is visible. Do not share your own sign-in link.