How to Invite Users to Your Team on HeyLoopy

Inviting Users to Your Team

As a team administrator, you can invite new members to join your HeyLoopy team by sending email invitations.

Step-by-step

1. Navigate to your Team Settings by clicking your team name in the navigation.
2. Click Members in the team menu, then click Invite.
3. Enter the email address of the person you want to invite.
4. Optionally, select a module to assign them to upon joining.
5. Click Send Invitation.

The invitee will receive an email with a link to join your team. If they do not have a HeyLoopy account, they will be prompted to create one.

Managing Pending Invitations

• Go to Invites in the team menu to view all pending invitations.
• Resend an invitation if the original email was missed.
• Cancel an invitation if it is no longer needed.

Tips

• Make sure the email address matches the one the person will use to create their account.
• You can invite multiple users one at a time.
• Your subscription plan determines how many team members you can have. Check your subscription page if you reach the limit.