Adding / removing your teammates
Oleksandra Nesteruk avatar
Written by Oleksandra Nesteruk
Updated over a week ago

Invite new members

1) To add a teammate to your account, you need to click on the "Invite new member" button on the Team management tab

2) In the pop-up window, enter the email of the account you'd like to invite and choose the role

After filling in all the details, the teammate receives the email with the invite to join your Closely team.

Please note: You can only invite a user who is not registered yet in Closely. If you add the registered user, you will see the next error message:

Remove teammate

Only users with Owner and Admin roles can remove people from the Team People. The Owner cannot be deleted from the team.

1) If a user is removed from the Team, he / she will no longer have access to the credits, sits, and any information on that Closely account. When logging in to Closely, the account will have the Free plan.

2) When removing a user, the system will check whether the user has any attached LinkedIn accounts. This step has 2 options:

  1. If a teammate does not have any attached LinkedIn account - the user will be removed successfully from the team

  2. If a teammate has an attached Linked account - you can do the following:

    • assign the LinkedIn account to another teammate

    • delete the LinkedIn account from the system

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