Invite colleagues to your team

A DocuPotion team lets several people share one account: the same templates, automations, connections, plan and document allowance. Every plan includes as many team members as you need (up to 50), at no extra cost. This article explains how a team owner invites a colleague.

Send an invite

1. In DocuPotion, open the Team tab in the sidebar (under Account).
2. Under Invite a colleague, enter their work email address.
3. Choose their role: Member or Owner. If you're not sure, choose Member; you can change it later. (See Team roles: owners and members.)
4. Click Send invite.

Your colleague gets an email from DocuPotion, showing your name and email address, with a link to join. Replies to that email come straight to you.

Name your team (optional)

Until you name it, your team is called "<your name>'s team". To give it a name your colleagues will recognise, such as your company's, click the pencil next to the team name on the Team tab.

Pending invites

Invites you've sent appear under Pending invites until they're accepted.

• Resend sends a fresh email with a new link. The old link stops working.
• Revoke cancels the invite, so the link can't be used.

Each invite link works once, only for the email address it was sent to, and expires after 7 days.

What your colleague should do

They open the link in the email and sign up (or log in) with the same email address the invite was sent to. They then see what joining means and click Join. See Join a team.

They don't need to connect anything themselves: once they join, they use the team's connections. In particular, if your team uses Attio, they should not connect Attio from their own DocuPotion account: an Attio workspace holds one DocuPotion connection, so connecting it again from another account would move it away from your automations.

Google Docs templates

Google Docs templates live in the Google Drive of the person who connected Google Drive for the team. To let a colleague open and edit those Docs in Google, share the template Docs (and the DocuPotion folder in your Drive, where saved documents go) with their email address from Google Drive. Your colleague can generate documents from Google Docs templates without this; sharing only matters for editing the Docs themselves.

Limits

• Up to 50 members per team. Contact support if you need more.
• Up to 5 invites a day while you're on a free trial, and 20 a day on a paid plan.
• Only owners can invite people.