Members
You’ve completed the initial work of setting up your workspace for your team — Congratulations! You’re well on your way to improving the velocity and efficieny of your sales team. Now comes the fun part: inviting the team.

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Invite members

Invite sales reps to your previously created sales team(s) and give them the Launchpad Rep role. This will only give them access to Launchpad, a streamlined experience that will only give them access to the tools they need to share demos and action on engagement. Invite member

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Roles

Select the appropriate role for each member based on their responsibilities and access requirements.
PermissionsAdminBuilderViewerBilling
Create and edit demosxx
View and share demosxxx
Invite new teammatesx
Update payment methodsxx

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Setting up Directory Sync

Rolling out Navattic to a larger teams? Use directory sync to automate the provisioning and deprovisioning of users.

Directory Sync

Automatically provision users and configure their roles using your organization’s identity provider, such as Okta.