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Invite team members and set permissions
Invite team members and set permissions

How to manage team members across your Appointlet organization

Updated over a week ago

Appointlet offers a number of powerful team management and booking tools. When it comes to inviting your team, we give you as the account administrator the ability to quickly invite new members and assign them to the appropriate member roles so they have the correct permissions as soon as they onboard.

Premium users: Appointlet's subscription cost is based on member quantity so inviting new members will automatically adjust your renewal payment amount to keep your subscription up to date in real time. Please see our pricing page for more details.

Understanding the Members Menu

The Members menu is your team management hub where you can also review your team's roles, active integrations, and status.

Active members have permission to log into the Appointlet account and view/edit their settings as permitted by their assigned role.

Deactivated members do not have login access to the account and are not eligible to be assigned as meeting hosts. Deactivating a member is essentially the same as deleting them, but you can easily reactivate them via the "Deactivated" list.

Inviting New Members

To invite additional members, click Invite Members in the top right corner and then supply the address of the members you'd like to invite.

When you invite a member, they'll receive an invitation email at the address supplied in the invitation window. Once they accept the invitation, they'll be prompted to configure their user settings and complete the onboarding process.

Updating Member Roles

Even while a new member is listed as a pending invite, you can adjust their member role so that they have the appropriate permissions when they finish the onboarding process. Simply click the box under the "Role" column and choose the appropriate role.

For a more detailed overview of the member roles and permissions, please review this guide.

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