Inviting teammates to join your Intercom workspace just got easier. You can send teammates a unique link during your free trial, invite them directly via email, or manage invitations through the Teammates settings page.
Get started
Once you have started the free trial and are logged into your Intercom workspace, navigate to your Getting started guide for next steps such as inviting your teammates. Alternatively, you can invite teammates by navigating to Settings > Workspace > Teammates, selecting the Add new teammates option, and entering their email addresses. For multiple teammates, separate email addresses with commas.
You can also find the Add new teammate option under Settings > Workspace > Teammates.
You will see a 'Quick invite' pop-up appear, which gives you the option to create an invite link or invite teammates by email. Click Create invite link, and the link will be generated and automatically copied to your clipboard.
The unique link is only available during your 14 day free trial, and it will automatically expire after 3 days. To refresh or deactivate the link, go to Settings > Workspace > Teammates.
Invitees who register will receive limited access permissions, that you have the ability to edit in your Teammates tab. Permissions not included are:
Can manage general and security settings
Can manage teammates, seats and permissions
Can manage Billing settings
Teammates who click on the unique workspace invite link will be taken to a registration page on Intercom.
Teammates will need to enter their name, work email address, and create a new password. Invitees must register using an email address associated with your business domain. This must match the domain address you used to sign up with.
Once a teammate has registered through the unique workspace invite link you created, you will receive an email notifying you.
Troubleshooting Invitation Issues
If you encounter problems while inviting teammates, try the following:
Error Messages: Refresh your browser and try again.
Verify Permissions: Ensure your account permissions allow invitations. Administrators may need to update them.
Email Errors: Double-check entered email addresses for accuracy.
Browser Issues: Clear your browser cache or use a different browser.
Support: Contact support with screenshots for unresolved issues.
Workspace Approval and Invitation Restrictions
During workspace review processes or when email-sending capabilities are paused for new workspaces, invitations might be restricted. Ensure compliance with Intercom guidelines and provide necessary details to proceed. If needed, contact support.
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