Collaborating with your team is easy on SourceGeek. You can quickly invite users, assign roles, and manage access, all in a few clicks.
Step-by-Step: How to Invite a Team Member
Go to Settings
From your SourceGeek dashboard, click on Settings in the navigation menu.Select Members
In the Settings panel, choose the Members tab. Here you’ll see:A list of all current users in your organization
Their LinkedIn session status
Their assigned roles
The number of available paid seats
Click Add Member
Hit the Add Member button to bring someone new onto your team.Fill in Details
Enter the new user’s:Name
Email address
Role: Choose from the following options:
Admin – Full access and settings control
Member – Standard user privileges
Billing Manager – Access to billing and subscription details
Viewer – Read-only access
Send the Invite
Once you’ve filled everything out, click Add Member. The person will receive an email invitation with all the information they need to join.
That’s It!
You’ve successfully invited a new team member. Once they accept the invite, they’ll appear in your member list and can start collaborating immediately.
Need to manage existing users or shift seats? Head to Managing Paid Seats & Billing