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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):



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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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


  • 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

  • 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.

https://loom.com/share/b4893fc44996482da9e2cb4e530e58c6


Thank you.


Your LeadDelta Team.

Updated on: 28/05/2026

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