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How to invite Team Members to Allegrow
How to invite Team Members to Allegrow

In this article we'll cover how to invite your team to Allegrow so they can view their mailbox reputation.

James Paul Pirie avatar
Written by James Paul Pirie
Updated over a month ago

Now that you have your Admin access to Allegrow you'll want to start inviting your team members to the platform so that they can connect their mailbox and you're able to monitor their sender reputation.

The initial steps for inviting your team will be deciding who to invite as a member and who to invite as an admin.

Member: Sales Rep, SDR, AE, BDR, Marketing. Anyone who is actively sending outbound emails that you want to track their sender reputation.

Admin: Team Leaders, CFO, CRO, Head of Departments. Anyone who you'd like to be able to access the full team's reputation data and view the success of Allegrow.

Once you've made that decision you can then proceed with the below guidance to start inviting your team to Allegrow:

1. Log into Allegrow using the credentials that you created when you first joined us.

2. Navigate to 'Settings' and select 'Team'. (or click here)

3. Select 'Invite Members'

4. Here you'll have the option of inviting team members individually or as a bulk invite. If you're working out of multiple domains and want the reps to connect multiple mailboxes, we would recommend sending the invite to their main operational mailbox.

You'll also need to include First and Last Names for each of the team members you're looking to invite. Please note email addresses are case-sensitive.

5. Once you've inputted the relevant information or uploaded the .csv you'll need to select 'Invite'. This will send an invite link to the team member for them to join you on Allegrow.

As a next step, you’ll want to define what permissions the users you invite should have:

1. You can do this by selecting ‘settings’ on the user you invited:

2. Then in the ‘Permissions’ section you can either select a template of permissions or individually which ones you would like a user to have:

3. Now, once you’ve reviewed each of the permissions the user will have, select ‘Update’ to make sure these are in effect on the member's account:

For more guidance on what user permissions to pick and how each pre-defined template works, find our full guidance on setting user permissions here.

As a final step, once a team member has created their Allegrow account they'll want to follow our guidance for connecting their mailbox for Google or Microsoft. If their mailbox is already in your account they'll be able to claim this and monitor their reputation immediately.

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