In this article:
Invite Team Members
1. Click the Settings gear in the bottom left to open Crossbeam Settings then click Team.
2. Click +Invite User and select your Seat Type for the team member(s) and the email address(es). For Core Seat(s) you will select the Core Role, then click Invite Users. They will receive an email from Crossbeam inviting them to create their Crossbeam account.
✍️ Note
You must be an Admin in Crossbeam to invite teammates.
Remove Team Members
You can also remove users. While on the Team Page, click Delete on the team member's row.
Mobile-Friendly Team Invitations
Log in to Crossbeam (app.crossbeam.com) from your mobile device. From the Home page scroll past the QR code for inviting partners and click Invite.
Enter your team member(s) email address(es) and select a user role to assign them to then Invite. They'll receive an email from Crossbeam inviting them to create their Crossbeam account.
Video Tutorial
Watch how to add and remove users in your Crossbeam account.
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