Inviting team members

FirstQuadrant is most effective when used collaboratively within a team. Depending on your subscription plan, you can add team members as follows:

• Scaleup Plan: Unlimited team members
• Startup Plan: Up to 2 team members

Steps to add team members

Navigate to members settings

1. Go to Settings > Workspace > Members

Invite a new member

1. Click Invite Member in the top-right corner

Enter member details

1. Fill in the team member’s first and last name
2. Provide their primary email address

Member login & access

Once invited:

• The team member will receive an email with a secure magic link
• They can log in to FirstQuadrant using their primary email address
• Access will be granted based on their assigned role and permissions

By following these steps, you can quickly onboard team members and enhance your team’s sales efficiency with FirstQuadrant. For help with mailbox setup, see Adding mailboxes and calendars.