Invite Your Team to SpotDraft

Introduction

Collaborating with your team on SpotDraft helps close contracts faster. You can quickly invite your team to your workspace with these easy steps:

Invite your team

1. Go to the "Access Control" Section

   1. Go to "Settings" in your SpotDraft navigation bar.

   2. Select "Access Control".

2. Enter the details

   • Invite one member

     

     1. Click on the "Add New Member" button on the right side of the screen.

     2. Type in the details. Only the email ID is mandatory as the user who receives the invite will be asked to enter the remaining details.

   • Invite multiple members
     
     

     

     1. Click on "Add More Members" at the bottom of the "Invite New Users" UI.

        1. Enter the member details:

           • Enter details manually: Type in the details. Only the email ID is mandatory as the users who receive the invite will be asked to enter the remaining details.

           • Copy and paste from an Excel sheet: Use the format defined here and ensure the following points are taken into consideration:

             1. Don't select the column titles in your Excel sheet.

             2. If a team doesn't exist in SpotDraft or you don't have access to a team listed in your Excel sheet, you'll get an error message. To resolve this, either create the team in SpotDraft or contact your administrators to request access.

3. Send the invites: Once you've added all the members, click "Send Invites."

Tip: You can also use the Quick Access shortcut (Cmd/Ctrl + K) and type "Invite users to workspace" to quickly reach the "Invite New Users" UI.