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Prezence AI is built for collaboration. If you’re on a team plan, you can invite your colleagues to your workspace to manage leads together.

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Inviting New Members

  1. Navigate to Settings: Go to Settings > Organization.
  2. Click “Invite Member”: This will open a dialog where you can enter the email address of the person you want to invite.
  3. Assign a Role: Choose the appropriate role for the new member (e.g., Admin, Member).
  4. Send the Invitation: An invitation email will be sent to them with a link to join your organization.

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Managing Team Members

From the Organization page, you can also:
  • View all members of your organization.
  • See the status of pending invitations.
  • Change a member’s role.
  • Remove a member from your organization.
This feature is available on our Pro and Team plans. Visit the Pricing Page to learn more.