Invite Team Members To Sidekick

Once you have completed your Sidekick setup, the next step is to invite your team members to Sidekick to collaborate with you.

Here are the quick steps to do this:

Step 1: Navigate to the Settings page by clicking on the dropdown menu on the upper-right hand corner of your Sidekick homepage. Select Settings from the options.

This will take you to your Sidekick Settings page, where you’ll find information about your Integrations, Profile, Users, Billing and Global Meeting Settings.

Step 2: From the panel on the left hand side of this page, select the Users option. 

Step 3: You will see a list of the existing Users from your organization who have access to your Sidekick account. 

Step 4: To invite a team member, click on the Invite Team Member button visible below the list of Users.

Step 5: This will open a new pop-up window asking you to enter your team member’s Email ID, and assign a Role Name to them.

For the Role Name field, you can choose from the following options:

  1. Billing Admin: This Role Name is assigned by default, to the first person from a specific organization’s domain name who creates an account on Sidekick. 
  • This is a super admin access for the entire Sidekick platform, including the Billing and ZoomInfo Integration pages. 
  • Billing Admins have the option to assign the Billing Admin role to another User in their organization. 
  • Billing Admins have access to change the Role Name for other Users in their organization. 
  1. Owner: This Role Name has full admin access to the Sidekick platform, except for the Billing and ZoomInfo Integration pages. 
  1. Guest: When someone creates a Sidekick account from an organization’s domain name that already exists on Sidekick, they will automatically get added to that organization’s Sidekick account as a new user, and be assigned the Guest Role Name by default.
  • The Billing Admin will then get an approval request to approve the new user’s Sidekick account.
  • Once approved, the Guest user will automatically be converted to an Admin user. 

Step 6: Once you’re done, click on Send Invite. Your team member will now receive an email from Sidekick to verify and set up their account. 

Once they have completed their Sidekick account setup, their name will reflect in the Users page as well.

If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.