Overview

As the Owner of a Textr Team workspace, you can invite team members to join and collaborate on calls and messages. Invited members are assigned the Team Member role by default. For details on what each role can do, see Configure Your Team Workspace.

Invite a New Member

  1. Go to Settings > Team Members > Invite People
  2. Enter the person's email address
  3. Click Send Invite
  4. The recipient receives an email with a link to join your workspace

Once joined, the new member appears in your members list under Settings > Team Members. Their default display name is the email address used during invitation. After inviting a member, assign them a phone number so they can start calling and texting.

Edit a Member's Display Name

In the members list, click Edit Name next to a member to change their display name. You can set a nickname or real name for easier identification.

 Note: Once you change the display name, the original invitation email is no longer visible in the members list. Make sure to record the email separately if you need it later.

Frequently Asked Questions

 Q1: How many team members can I invite? + 

There is no limit to the number of members you can invite to your team; however, please note that a single phone number can be used to add up to 100 members.

 Q2: What role does a new member get? + 

All invited members receive the Team Member role by default. Roles are fixed and cannot be changed. Only the account creator has the Owner role. See Configure Your Account for a full comparison of Owner and Team Member permissions.

 Q3: Can I invite someone without assigning a number? + 

Yes. You can invite a member first and assign a number later. However, they will not be able to make calls or send texts until a number is assigned to them.