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Members
You’ve set up your workspace for your team — Congratulations! Now it’s time to invite your sales team.

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Invite members

To invite a new colleague to your workspace:
  1. Navigate to your workspace Settings and select Members.
  2. Click the Invite member button.
  3. Enter the new member’s Email and select their Role (e.g., Admin, Builder, Viewer, or Launchpad Rep).
  4. Choose their Platform access. You can grant access to Interactive Demos (for building and editing demos), Launchpad, or both.
  5. Click Add invite to invite more users at once, then click Send invites.
Note: Shared email accounts (like hello@ or team@) are not permitted. Invite member

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Bulk Invite Users

If you are onboarding a large team, you can invite multiple users at once using a CSV upload:
  1. On the Members page, click the dropdown arrow next to the “Invite member” button and select Bulk invite users. Bulk invite members
  2. Upload a CSV file that includes columns for Email, Role, and optionally Team.
Upload a CSV
  1. The system will automatically attempt to map your CSV columns. You can manually adjust them if needed.
  2. Review the mapped users. The platform will flag any duplicate emails, invalid roles, or missing teams so you can correct them before proceeding.
  3. Click Invite users to send the invitations in the background.

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Resend Pending Invitations

If you have members who haven’t accepted their invitation yet, you can easily resend them:
  1. On the Members page, click the dropdown arrow next to the “Invite member” button.
  2. Select Resend pending invitations.
  3. Confirm the action.
This will send a new invitation email to all pending members. Each new link will automatically refresh to be valid for 7 days.

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Roles

Select the appropriate role for each member based on their responsibilities and access requirements.
PermissionsAdminBuilderViewerLaunchpad rep
Create and edit demosxx
View and share demosxxxx - in Launchpad
Invite new teammatesx
Update payment methodsx
Access to Launchpadoptionaloptionaloptionalx

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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.