Only Admins can invite other teammates to Wingman. You can become an Admin by:
- Wingman team assigns Admins when your company starts using the tool.
- Ask an existing Admin to approve you as Admin.
As an Admin, you can invite other teammates into three types of roles:
- Rep - Sales Reps, Account Executives, SDRs, etc. People who make sales calls.
- Manager - Managers of Reps and teams or Sales Enablement or Sales Ops.
- Observer - Leadership/Management. People not involved in the day to day activities but want to listen to sales conversations and analytics of the sales team.
Note: You can make any of these type of users as Admin also and any type of users can record their calls if they want via Wingman.
How to invite teammates: (As an Admin)
- Go to "Settings" by clicking on right top corner > then click on "Manage Users"
or click here: https://app.trywingman.com/settings#users
- Click on "Invite User"
- Fill in the fields: Email, Name, Role and Manager (only for Reps)
- The invited user will get an email with the signup link.
That's it. You're done. ️
For help, write to us at email@example.com or use the in-app chat widget on the bottom right of the screen.