Members and invites

What it is

Manage › Members & invites lists everyone in the workspace, each tagged Owner or Member. Everyone sees the workspace’s leads; only the owner can invite or remove people.

An invite goes by email. It works only for the address it was sent to, and expires after 7 days.

Invite your team

1. 1

   Invite a teammate

   Under Invite a teammate, type their email and tap Send invite.

   Send invite
2. 2

   They join

   They open the link in the email. If they’re new to Acre, they enter a name and password and tap Set password and join. If they already have an account, they sign in with that email and tap Accept invite.

   Set password and joinAccept invite
3. 3

   Keep an eye on waiting invites

   Invites nobody has used yet are listed under the form, with the days left. Resend sends the email again; Revoke takes the invite back.

   ResendRevoke
4. 4

   Give a lead an owner

   On a lead’s page, under Owner, tap a teammate. The lead shows under Mine on their Today, and they get a push when its follow-up comes due.

   OwnerMine
5. 5

   Remove someone

   Tap Remove next to them and confirm. They lose access right away, and you can invite them back later.

   Remove

Good to know

• Waiting invites take a seat, just like members. Your plan sets how many seats there are: see Plans and limits.
• On Plot, a workspace is for one person. To bring your team, email hello@acre.so.
• The link only works for the email it was sent to. Signed in with another address, it won’t let you in.
• When someone leaves or is removed, their leads and buy boxes go to the workspace’s owner.
• Anyone in the workspace can change a lead’s owner, and workflows can assign leads too.
• Members can leave a workspace from Manage › Leave workspace.
• Invites in the sidebar is something else: it’s for inviting people to try Acre, not into this workspace.