STEP 1: Send your teammate an invite. (NOTE: The following steps are for the Team owner/admin.)
-> Find Step 2 at the end of this article!
To get to your Team page, select Account from any page on Crunchbase, then click Account Settings from the dropdown list. Once in the Account Settings screen, select Team Members from the left hand side.
Once there, click the blue Invite Team Member button in the top right corner.
***NOTE: the email address you are sending the invite to needs to first be registered with Crunchbase here: crunchbase.com/register.
Enter the email associated with the user(s) you want to invite to the team.
In this screen, you can also select an available Crunchbase Pro seat to assign so when they accept their invite they can get to work right away - just check the box! When you are finished adding, click Invite Members.
Once the invite is sent, you’ll see the individual listed as a Pending Member until they accept the invite.
Email invite details
- Individuals who are invited to a team can expect their invite email to come from firstname.lastname@example.org.
- If they don't see the email right away, please ask them to check their junk/spam folder.
- Team invitation expires in 14 days. Two reminders will be sent: first reminder is sent when an invite is not accepted in 3 days; second reminder is sent on the 11th day, 3 days before the invitation expires.
You’re now ready for step 2! CLICK HERE to find out how to add a seat for your newly invited team member(s).
Need help or guidance? Reach out to us at email@example.com or post your question in the Crunchbase Community. If you are an Enterprise user, please reach out to your dedicated Customer Success Manager.