Assign User To Team Plan Seat

ASSIGN A User Seat:

  • Click 'Invite' or the gear icon and then 'Assign user'.
  • Enter the email address for the team member you are assigning the seat to and click 'Assign'.
  • Assigned Team Members will receive an Email Invite with a button to 'Join the Team' or 'Create an Account' (if they haven't created a RocketReach login already).

Assign_User_SS.png

Assigned Team Members can also Join the Team by logging into their RocketReach account (using the email address their seat was assigned with), navigating to the Team Plan section, and clicking the button there to 'Join the Team'.

You can also Reassign a seat if team members change, by clicking the gear icon and then 'Remove Assigned User' from the drop-down next to the seat you wish to reassign.

Then follow the steps above to assign the seat to a new user. If the seat is no longer needed, be sure to remove it to prevent future charges from being processed. 

Removed_Assigned_SS.png

 

 

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