Invite your team
Invite salespeople, managers, and administrators to your agency, resend or cancel invitations, and accept an invitation you received.
Each person on your team signs in with their own account and sees the agency according to their role. You invite them by email from AjustesMi agenciaEquipo ("Settings > My agency > Team").
Watch it on video · 0:46Invite your team to CliquéaloCliquéalo Academy · Your agency and your teamBefore you start
- Your plan must include a team. If it doesn't, the «Equipo» ("Team") section doesn't appear. Individual profiles don't have a team; for that, turn your profile into an agency.
- You need the «Invitar miembros» ("Invite members") permission. Without it you see the list of members, but not the «Invitar usuario» ("Invite user") button or the pending invitations.
- Have handy the email the person will use to sign in to Cliquéalo.
Invite someone
Open the invitation
In «Equipo», tap «Invitar usuario». The «Invitar usuario» window opens.
Enter their email and choose their role
In «Correo» ("Email") type their email. In «Rol» ("Role") choose «Vendedor» ("Salesperson"), which is selected by default, «Gerente» ("Manager"), or «Administrador» ("Administrator"). The owner role can't be invited. What each role can do is in Roles and permissions.
Send
Tap «Enviar invitación» ("Send invitation"). While it's sending you see «Enviando...» ("Sending...").
What happens next
It depends on whether that person already has a Cliquéalo account.
You see «Invitación enviada.» ("Invitation sent."). They get the email «Invitación para tu agencia en Cliquéalo» ("Invitation for your agency on Cliquéalo") with the «Aceptar invitación» ("Accept invitation") button. The invitation appears in «Invitaciones pendientes» ("Pending invitations") until they accept it.
The member list
In «Miembros» ("Members") you see each person with their name, their role, their email, their phone, and the date they joined. Next to their name are the Cliquéalo Academy badges they've earned; on a computer, hovering over one shows its name. If they've finished the Academy, the «Certificado» ("Certificate") chip also appears: tapping it opens their Cliquéalo Academy certificate. See Cliquéalo Academy.
Pending invitations
Below «Miembros» is «Invitaciones pendientes», with the email, the role, the date it expires, and who sent it. You only see it if you have the «Invitar miembros» permission and there's at least one invitation.
The invitation is valid and the person hasn't accepted it yet.
What you can do: «Reenviar» ("Resend") to send them the email again, or «Cancelar» ("Cancel") to void it.
The expiration date passed without them accepting it.
What you can do: «Reenviar» to send a new invitation. It can't be canceled.
When you resend, you see «Reenviando...» ("Resending...") and then «Invitación enviada.». When you cancel, you see «Cancelando...» ("Canceling...") and then «Invitación cancelada.» ("Invitation canceled."); the invitation disappears from the list. When the person accepts, it also leaves the list and they move to «Miembros».
Accept an invitation
If you're the one who was invited:
Open the email
Tap «Aceptar invitación» in the email you received.
Sign in with the same email
Sign in or create your account with the same email the invitation was sent to.
Accept
You land on «Organizaciones» ("Organizations"). In «Invitación recibida» ("Invitation received") tap «Aceptar invitación». You can also accept from each pending invitation's card with «Aceptar» ("Accept"). While it's processing you see «Aceptando invitación...» ("Accepting invitation...").
Go into the agency
You see «Invitación aceptada.» ("Invitation accepted.") and «Tu acceso ya quedó activo.» ("Your access is now active."). It takes you to the agency's «Resumen» ("Summary"). This browser remembers it for the next time you sign in.
In «Organizaciones» you also see «Tus organizaciones» ("Your organizations"). The one you're using has the Activa ("Active") chip; to switch to another one, tap «Entrar» ("Enter"). If you don't have any invitations you see «Sin invitaciones pendientes» ("No pending invitations").
If you belong to two or more stores, you can also switch from one to another in your account menu, under «Trabajar como». See Switch stores.
The usual case
You invite someone new
They get the email, create their account with that email, accept, and appear in «Miembros» with their role.
Something doesn't work the first time
The person was already on your team
If you invite them again with a different role, their role is changed and you see «El usuario ya era miembro. Rol actualizado.» ("The user was already a member. Role updated.").
Something doesn't work the first time
The person already had an account and doesn't see your agency
If they already had their own store, when they sign in they're still in it. Ask them to open their account menu and choose your agency under «Trabajar como».
Something doesn't work the first time
The invitation email didn't go out
The invitation is still created, but the notice tells you the email wasn't sent. Tap «Reenviar» in «Invitaciones pendientes».
Worst case
The invitation expired
It becomes Expirada. Tap «Reenviar» and the person gets a new one.
Special case
You invite the owner
If you invite the owner's email, nothing changes and you see «El usuario ya es dueño de esta agencia. No se modificó su rol.» ("The user is already the owner of this agency. Their role wasn't changed.").
Special case
An old link was used
If the person opens the link of an invitation you've already resent, they see «Este enlace ya no está vigente» ("This link is no longer valid") and, below it, the valid invitation so they can accept it.
Errors when inviting
What you see · Invitar usuario
«Indica un correo válido.»
Enter a valid email.
What it means. The email is empty or mistyped.
What to do. Check it and send again.
What you see · Invitar usuario
«No tienes permiso para invitar usuarios.»
You don't have permission to invite users.
What it means. Your role doesn't have the «Invitar miembros» permission.
What to do. Ask the owner or an administrator to send the invitation.
What you see · Invitar usuario
«Esta cuenta no admite equipo.»
This account doesn't support a team.
What it means. Your plan or your account type doesn't include a team.
What to do. Check your plan in Plans and payments.
What you see · Invitaciones pendientes
«Esta invitación ya no se puede reenviar.»
This invitation can no longer be resent.
What it means. The invitation was already accepted or canceled.
What to do. If the person still needs access, send them a new invitation.
What you see · Invitaciones pendientes
«Solo puedes cancelar invitaciones pendientes.»
You can only cancel pending invitations.
What it means. The invitation already expired or was already used.
What to do. If it expired, you don't need to cancel it: it no longer works.
Errors when accepting
What you see · Organizaciones
«Inicia sesión con el mismo correo al que llegó la invitación.»
Sign in with the same email the invitation was sent to.
What it means. You signed in with a different email from the one that was invited.
What to do. Sign out and sign in with the invitation's email, or ask to be invited with the email you use.
What you see · Organizaciones
«La invitación ya venció.»
The invitation has expired.
What it means. The expiration date passed.
What to do. Ask the person who invited you to resend it from the agency's panel.
What you see · Organizaciones
«Esta invitación ya fue aceptada.»
This invitation was already accepted.
What it means. You already accepted it before.
What to do. Look for the agency in «Tus organizaciones» and tap «Entrar». If you already had access, you'll see «Tu acceso a la agencia ya estaba activo.» ("Your access to the agency was already active.").
What you see · Organizaciones
«Invitación no encontrada.»
Invitation not found.
What it means. The invitation was canceled or the link is incomplete.
What to do. Ask for a new invitation.