Invite your team
You don't have to share one password. Invite each person who helps with customers, and they get their own sign-in to your Bectify account. How many people you can add depends on your plan.
Who can invite
Only the account Owner can invite people, change roles and remove people. Everyone else on the team can see the team list but not change it. To see what each role can do, read "Roles and permissions".
Invite someone
- In the menu, select Settings.
- Select Team.
- Select Invite member.
- Enter the person's email.
- Choose a role: Admin or Member.
- Select Send Invite.
The person gets an email with a link to join. Until they accept, they appear under Pending invitations with the status Outstanding. The link works for 7 days. After that the status changes to Expired and you can send a new one.
If the email can't be delivered, Bectify shows you the invitation link so you can share it yourself.
How many people your plan includes
The top of the Team page shows how many seats you have used. Everyone on the team, including you, uses a seat, and so does every pending invitation that hasn't expired.
- Solo: 1
- Core: 3
If you see You've used every seat on your plan, upgrade your plan or remove someone first.
Change someone's role
On the Team page, use the role menu next to the person's name and choose Admin or Member. You can't change the Owner's role or your own.
Cancel an invitation
Under Pending invitations, select Revoke next to the email. The invite link stops working.
You need to revoke a pending invitation before you can send a new one to the same email.
Remove someone
Select the remove button next to the person's name and confirm. They lose access to the portal immediately.
If the invite doesn't go through
- Someone with this email is already on your team. They already have access.
- This email already has a pending invitation. Revoke it first, then invite again.