Inviting a teammate
- Account admins open the user management area in account settings.
- Enter the teammate's email address and send the invitation.
- They accept via the emailed link and set a password.
- They sign in at https://persistiq.com/app.
Setting a new user up for success
A new seat isn't productive until:
- Their mailbox is connected (Settings → Mailbox) with signature and opt-out statement set.
- Daily Sending Limit is configured appropriately for the mailbox's age.
- They've been walked through the Getting Started collection — first campaign, templates, prospect import.
Removing a user
When a teammate leaves: remove their seat, then reassign their prospects and campaigns to active owners so nothing stalls mid-sequence. Check Reporting afterward to confirm nothing is orphaned.
[CONFIRM: exact reassignment mechanics in the current UI]