Overview
Invite teammates so each person signs in with their own login. The account owner and Admins can send invitations.
Get Started
1. Go to Account Settings > Team and click Invite User.
2. Enter your teammate's Email Address, choose a Role, then click Send Invite.
Admin: Everything a Manager can do, plus inviting teammates, removing Managers and managing API keys.
Manager: Works in Cobalt day to day, but cannot manage the team or API keys, or request additional phone numbers. A manager does not have permissions to edit your plan.
3. Click Done. Your teammate appears in the list with the status Invited.
What happens next
Your teammate gets an email with an Accept invitation button. The link works once and expires after 7 days. If they already have a Cobalt login with that email, they sign in and click Join with your business name. If not, they create an account with that email in the same step. Their status then changes to Active.
Manage invitations and roles
1. Click the three-dot menu in the Actions column of a row.
Resend Invite: Sends a new link. Earlier links stop working.
Cancel Invitation: Withdraws the invitation.
Change Role: Switches a member between Admin and Manager. Only the owner sees this option.
Remove: Takes away their access to your account.
Helpful Information
The owner is the person who created the account. Only the owner can change roles, remove an Admin, or change the plan or card.
Removing someone does not delete their login, so they keep access to any other Cobalt account they belong to.
Troubleshooting
"This user is already a member."
That email already belongs to someone on your team.
"An invitation is already pending for this email."
Use Resend Invite on that row instead.
"This invitation link is invalid or has expired."
Your teammate sees this when the link was used, cancelled, replaced or is older than 7 days. Click Resend Invite to send a new one.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777