Inviting Team Members

Jeremy Tupper Updated by Jeremy Tupper

This guide explains how to invite new team members from within your own company.

There are often multiple teammates that require access to a company's online ecommerce stores and connections. You can invite your teammates to create their own unique accounts that are linked to the same company as yours.

How User Invitations Work

Each company who joins the Convictional network receives a unique company ID.

Any user invitation that you send from your own Convictional account invites the new user to connect to the same company account that you are connected to.

If your account is linked to ABC Company, then future users you invite will be linked to ABC Company as well.

Inviting New Users

There are two places you can invite users. During onboarding, you can invite team members directly from the Get Started page. You can also invite users from the Team Members tab located in the Settings.

Scroll down in the settings and fill out the form under Invite New Users and click "Invite User" as shown below:

You can invite multiple users from your same company. Repeat these steps until you have sent invitations to all of your teammates who require them. When you send an invitation, a user is created and added to your company. A login link is generated and sent to your teammate.

Managing Multiple Websites

If your company operates multiple unique websites (such as two separate USA & Canadian websites) then you may need to send invitations pertaining to each unique website.

Any invitation sent from an account connected to ABC Company (US) will invite users to connect to the US-based company account.

Any invitation sent from an account connected to ABC Company (Canada) will invite users to connect to the Canada-based company account.

Here is our guide on switching between accounts

Next Steps

Once you have invited all of your teammates to Convictional, scroll down to confirm which emails have received invitations. If you or your teammates experience any issues during sign up, contact support.

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