Team members

Now that you've configured handify to meet your organization's needs, it's time to get your team on board! Handify allows admins to easily invite and provision new users through the platform.

From the Team Settings > Team > Members, click the "Invite user" button. This will open a dialog box where you can enter the email addresses of team members to invite.

For each new user, you'll be able to specify:

1. Their name

2. Email

3. Which user role

An invitation will be delivered to the new user's email.

A few tips

• Encourage users to update their profile with all relevant info.

• Consider a team training session to ramp up on Handify.

• Assign owners for keeping databases up-to-date

You can also edit or remove the member clicking the menu icon on each user.

Once your team members accept, they'll have full access to leverage Handify's capabilities - from searching the product library to generating bundles and quotes. Their sales productivity is about to get turbo-boosted!