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.