What is a team member?

Team members are internal users who have a paid seat on your account. Team members can be assigned tasks, send and track emails, access a personal calendar, upload documents, and more.

For non-paid users who can receive messages but not log in to Shaker, learn more about vendors.

Adding a team member:

From the dashboard, select "Settings", then select "collaborators". After that, click the "+ New Team Member". Then fill out all of the needed information to ensure they are properly added.

Troubleshooting:

If a team member has not signed up, you can resend their invite by hovering your mouse over their name and clicking the round arrow.