If you integrate with e.g. Pipedrive and Podio we import all the active users to Plecto. These employees do not have login access to Plecto. If you want them to be able to log in to Plecto you can do this by inviting them with their e-mail.
How to - step by step:
- Go to 'Organization' > 'Employees'.
- Click on the name of the employee you wish to invite to Plecto.
- Click 'Edit employee'.
- Invite your employee to Plecto by filling out the e-mail box, and click 'Invite to Plecto'.
Your employee's page looks like this. If you want to manually change the team or add another team, click 'Manage this employee manually'.