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> Use this file to discover available pages before exploring further.
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# How to add a team member? How do I add a teammate?

As an admin, here's how to add a team member (teammate): 

${frame}[](https://www.loom.com/embed/b4893fc44996482da9e2cb4e530e58c6)

## SOP: Invite Team Members to a LeadDelta Workspace
### Objective
This SOP explains how to invite colleagues or community members to a LeadDelta workspace, manage member access, and complete the invitation acceptance process. It also covers optional enterprise SSO provisioning and post-invite onboarding steps so the team can collaborate securely and efficiently.
### Key Steps
 
**1. Open the Add Members flow** [0:34](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=34)

* In LeadDelta, locate the **Add members** button at the top of the workspace.
* You can also access member-invite options from other areas such as the **homepage** or **settings**.
* Use this flow whenever you need to add coworkers, colleagues, friends, or community members to a shared workspace.
 
**2. Enter invitee email addresses** [0:46](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=46)

* Click **Add members**.
* Type the invitee’s **email address** into the field.
* If inviting multiple people, copy and paste a list of email addresses from a spreadsheet.
* Review the list before sending to ensure the correct people are being invited.
 
**3. Send the invitation** [1:24](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=84)

* After entering the email address(es), click **Send an invite**.
* Confirm the action succeeds before moving on.
* Note that invitees do **not** need to already have LeadDelta installed or registered to receive the invitation.
 
**4. Handle enterprise SSO requests when needed** [1:42](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=102)

* If your organization uses an enterprise identity system such as **Okta** or another **SSO** provider, contact LeadDelta’s technical team.
* Request provisioning so the workspace can connect to your organization’s authentication system.
* Expect setup to be completed within **24 to 48 hours**.
 
**5. Review workspace members in Admin settings** [2:22](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=142)

* Go to **Settings** in the bottom-left corner.
* Open **Admin** to view team roles and active members.
* Check each member’s **last login** information.
* Use the **three-dot menu** next to a member to remove them from the workspace if needed.
 
**6. Understand active and revoked member status** [2:38](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=158)

* **Active members** are currently part of the workspace and can be managed from the admin list.
* **Revoked members** are people who were invited but never accepted, and whose invitations were canceled.
* If needed, you can re-add revoked or removed members by using the same invite process again.
 
**7. Monitor seat usage and pending invitations** [2:38](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=158)

* Check the seat counter at the top level of the admin area.
* Confirm whether all available seats are used.
* Remember that a pending invitation may still count toward seat usage depending on workspace status.
 
**8. Accept the invitation from the recipient’s email** [3:20](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=200)

* Open the invitation email in the recipient’s inbox.
* Review the workspace name to confirm the invitation is legitimate.
* If the recipient already has a LeadDelta account, choose **Login**.
* If they do not have an account, choose **Sign up** after accepting the invitation.
 
**9. Complete account setup and sign in** [3:36](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=216)

* Choose the appropriate sign-in method, such as **Google** or another supported method.
* Use the invited email address to continue.
* Complete the sign-up or login flow until access is granted.
 
**10. Finish onboarding and workspace setup** [4:04](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6?t=244)
* Download the **LeadDelta Chrome app/extension** if you are using LinkedIn in Chrome.
* If you are not ready to install it, choose **Install later**.
* Complete onboarding steps such as syncing LinkedIn contacts.
* Once onboarding is complete, the user becomes part of the workspace and can collaborate with the team.
### Notes
* **Do not invite the wrong email address**; invitations grant workspace access.
* **Check seat availability** before sending large batches of invites.
* **Revoked invitations** are not active members and may need to be re-sent if the person should join later.
* If using **SSO/Okta**, coordinate with technical support before expecting users to sign in through that method.
* Users may need to complete **onboarding and Chrome extension installation** before they can fully use collaboration features.
### Tips for Efficiency
* **Copy and paste multiple emails** from a spreadsheet to invite several people at once.
* Use the **Admin** page to quickly verify who is active, pending, or removed.
* For enterprise teams, set up **SSO provisioning** early to reduce manual account setup.
* Encourage new users to complete onboarding immediately so they can access shared connections and collaboration tools faster.
* If a user already has a LeadDelta account, have them choose **Login** instead of creating a new account.
### Link to Loom
[https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6](https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6)

Thank you.

Your LeadDelta Team.