When you create an account with Reclaim, a team is automatically created and assigned to you. If you want to get the most out of Reclaim -- for example, to create links for scheduling time across your teammates -- we recommend inviting members to your team. In this article, we'll show you how to discover and invite people from your company to invite to your team.
Inviting a new team member
You can invite anyone to your team in Reclaim, but they have to accept your invitation before they will actually join. Here's how to invite them.
Navigate to the Billing and Team page
Click the Add team member button. If you have existing team members, the Invite to join icon is located in the top right of the team members table
Enter the email address of the team member you want to invite.
Assign your team member a Free, Pro or Team seat. If you have no paid seats available, you'll only be able to invite users are the free tier.
[Optional] Give your team member an Admin role.
Click Send invite.
The invited team member will receive an email prompting them to join your team.
If they already have a Reclaim account, they will be added directly into the Billing and Team page upon clicking the link to accept the invite.
If they are new to Reclaim, they will go through Reclaim's onboarding process before joining the team.
If you invite someone to your team with a Pro or Team seat, the user will consume a paid seat even if they haven't accepted your invite yet. If you want to free the seat back up, simply revoke the invitation using the instructions further below.
Send an invite link
Once a team member has been invited, you can copy the invite link from the team members table to send them an invite directly to them.
Manage requests to join your team
If you have a team with at least 2 members and your Team is set to "Users can request to join", others in your company domain can request to join your team.
When a user requests to join a team, the Admins in the team will see a request that they can review:
By clicking Review, an Admin can see who requested to join the team with the option to Approve request or Reject request as well as set Admin privileges on the team member. Once approved, the requesting users will be added as a member of the team.
Find other team members
If you share a company domain that already has multiple Reclaim users and they're not yet part of a team, you will see a prompt to discover and invite them.
Click Create a team, you'll see a list of members you can invite:
Once you select the people you want to invite, click Send invites.
This will send invites to those users and let them join the team.
Revoke an invitation
To revoke an invite, click the trash icon next to a Pending user: