Billing Plan: Adding users to your Drift accounts is available on the Premium, Advanced, and Enterprise plans.

In this article, we'll cover:

• How to invite your teammates
• Using Activity Logs
• Troubleshooting Invites
• Removing Users

Adding a team member/user to your Drift account

1. Head Settings > Manage Teammates. 

 2. Click the Invite Teammates button and type your teammate's email address.

From here, you can choose to Bulk Assign Teammates, or Individually Assign Teammates.
After choosing to either Bulk Assign, or Individually assign, enter the email addresses of who you'd like to assign, and then select the Role and Workspace (If appropriate) from the drop downs to assign to the individual.

Once completed, hit Invite Teammate.  The assignee should then receive an email invite to their inbox for instructions on how to join.

Activity Logs

You might have also noticed the View Activity Logs on your "Manage Teammates" screen. Here you can view User Activity, including when they have set themselves to Available and Away. This is a good way to track when your Users have been successfully added to your Account and also logged into Drift and active at the right times of day. 

 

Troubleshooting Invites

If a teammate is not receiving their invite email you can directly send them an invite link.

1. On the manage teammates page click the Invitations tab.
2. Click Copy Invite Link and send the link directly to your teammate.

Invite the Wrong User?

Check out our other doc on How to Delete a User From Your Team!