Invite your team
Invite teammates by email, single or fifty at a time. Magic links arrive in under a minute.
The invite flow lives under Admin > Team > Invite. Owners and Admins can send invites; Members see the team list but can’t add to it. There are no passwords to manage on either end. Each invite emails the recipient a magic link that signs them in and adds them to your workspace.
You open the Invite drawer, choose between single and bulk, and pick a role per row. Pivotal sends the magic link inside two minutes. The recipient clicks the link, sets their display name, and lands on the Workbench scoped to the customers they’ve been assigned. Invites expire after seven days. If your teammate misses the window, find their row in Admin > Team > Pending and click Resend.
Type an email, pick Owner, Admin, or Member from the dropdown, click Send. Use this when you’re adding one person and want to set a custom welcome note. The note ships in the invite email above the magic link.
Paste up to 50 comma-separated emails into the bulk box. Pivotal validates each address on blur and flags duplicates or already-active teammates in yellow. Choose one role for the whole batch; if some are Admins and some are Members, send two batches. Bulk invites skip the welcome note.
Every unaccepted invite shows up under Admin > Team > Pending with the role, sender, and timestamp. From each row you can:
Revoked invites do not free up a seat (no seat was charged yet). Accepted invites do; you’ll see the seat count update on the next billing cycle, prorated.
If your CRM and Pivotal disagree on a teammate’s email (work email in Pivotal, personal in HubSpot), the integration sync runs against the Pivotal email, not the CRM one. Invite teammates with the email they use for work tooling so notifications and CRM mentions resolve to the same person.
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.