Overview
Users is the onboarding step for giving the right people access to your selected client workspace. Invite a new person, add an existing client login to this deal, manage pending invitations, and safely archive or remove access when someone no longer needs it. Client members sign in with a one-time email code, not a password.
How to use this page
Open Users from Onboarding
Choose Onboarding, then Users. The client shown in the switcher defines this workspace, and every person and action on the page applies to that selected deal.
Review your workspace team
Use the stat band to check active members, pending invites, and archived access. Each card shows the member, email, join date, recent sign-in when available, email-code status, and actions you can take.
Invite or add a team member
Select Invite User, enter the person’s name and email, then choose Create User. A new email receives an invitation. If the email already belongs to a client login, SalesHive adds that login to this selected deal and sends an invite only when the login still needs one.
Follow up on outstanding invitations
Turn on Pending Invites to find people who have not signed in yet. Copy invite link copies this deal’s invitation URL, and Resend Invite sends the invitation again. After acceptance, the member verifies access with an emailed one-time code.
Manage access over time
Archive pauses access to this deal while retaining the person and their history. Show Archived and Reactivate restore it later. Admins can use Remove access to remove only this deal membership, or Login As to preview an active member’s view in this deal.
What the buttons do
- Invite User / Create User
- Creates a client login for the selected deal or adds an existing client login to it. New or unaccepted logins receive an invite.
- Pending Invites / Show Archived
- Filters this deal’s people to pending invitations or archived access.
- Copy invite link
- Copies the selected deal’s pending-member invitation URL.
- Resend Invite
- Sends the selected deal invitation again to a person who has not signed in.
- Archive / Reactivate
- Pauses or restores access to the selected deal while keeping the login and history.
- Login As
- Admins only. Opens an active member’s permitted view with this deal selected.
- Delete / Remove access
- Admins only. Removes this selected-deal membership while retaining other applicable deal access.