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Documentation Index

Fetch the complete documentation index at: https://docs.replay.sale/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

There are two ways to add users to your Replay team:
  1. Direct email invitation
  2. Shareable signup link

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Adding Users

1

Navigate to Team Hub

  1. Click on the Team tab in the left sidebar
  2. Select Team Hub
  3. You’ll see a list of teams organized in different folders
2

Select Your Team

Find and select the team you want to add users to from the list
3

Click Add Users

Look for the Add Users button in the top right corner of the screen
4

Choose Invitation Method

You have two options for adding users:

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Direct Email

  • Enter the user’s email address
  • Specify their access level (Rep or Manager)
  • Send them a direct invitation to create their account
  • Generate a signup link that can be shared with multiple users
  • Set an expiration time (default is 48 hours, can be extended to one week)
  • Copy and share the link via email or your preferred communication method
Users will need to complete their account setup after receiving either the direct email invitation or using the signup link.

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Handling Invitation Requests

If someone clicks an invitation link that has already been used or has expired, they’ll see an option to Request Invitation. Submitting that request creates a pending entry that admins can approve or deny.
1

Open Manage Invites

From Company Settings → User Management, open the Manage Invites panel.
2

Switch to the Requests tab

Manage Invites has two tabs: Pending Invitations (sent but not yet accepted) and Requests (people asking to be invited). New requests appear in the Requests tab.
3

Approve or Deny each request

For each request, click Approve to send a fresh invitation email to that address (the user will land on the same team and role as the original invitation), or Deny to dismiss the request.
Approval reuses the original invitation’s company, team, and role assignment, so you don’t need to re-pick those when approving.