Inviting Your Team
Invite teammates, organize them into teams, and work from one shared pipeline.
CLEATUS is built for teams, so you can pursue work together on one shared pipeline instead of trading spreadsheets. This guide shows you how to invite teammates and organize them into teams.
Before you start:
Only Owners and Admins can invite users. Each user that you invite to a company uses one seat on that company's plan.
DATA and DATA + AI each include 1 seat and support unlimited paid additional seats. Each additional seat costs the plan rate for your billing cycle.
Invite a teammate
Open Users and Teams
Open Settings from the sidebar, then click Users and Teams to manage everyone in your organization.
Start an invitation
Click Invite User to add a new team member to your organization.
Send the invitation
Under Assign to Company, select the company first. A badge under it shows how many seats are available. Then enter your teammate's email address, pick their Role, and click Send Invitation. Your teammate joins after they accept the email invitation.
Divide and conquer
Use the Members and Teams tabs to organize who works on what. On the Teams tab, Owners and Admins click Create Team, select a company, and name the team. You can then assign pursuits and tasks to the whole team. Everyone in a company shares the same pipeline, documents, and saved searches.
No seats available?:
If the badge shows no open seats, the Owner sees Add seats and can buy a seat right there. An Admin sees Request seats, which lists the Owners and prepares an email to them. See Adding users.