Your user allowance depends on your plan. The Pro plan includes 1 user, and the Growth plan includes unlimited users. See Salesforge pricing for details.
One email address can have only one Forge account. An account can contain several workspaces.
The person you invite must not already have a Forge account under that email address. If they already have one, you can’t add them as a new user. Contact support for help.
New users must create their account through the invite link sent to their email. If they sign up on their own, they create a separate account and are not added to your workspace.
When a user accepts an invite in any of Salesforge, Mailforge, Infraforge, Warmforge or Primeforge, they’re added automatically to the others with the same role. This works in every direction, not only from Salesforge.
Multichannel and Agent Frank are part of Salesforge, so they aren’t listed separately. Leadsforge isn’t included. Invite users to Leadsforge separately.
Roles: the role applies in every product the user is added to. You can’t give a different role in each product.
Removing a user: removing a user from one product doesn’t remove them from the others. Remove them from each product separately.
Cross-Forge sync is always on. There’s no setting to turn it off.
Add existing user: Use this when the person is already listed among your account’s users. Click Select, choose the person, then click Add user to a workspace.
Add new user: Use this when the email address has no Forge account. This sends an invitation email, and the person must use that link to create their account.
When you invite a user, the Role field sits directly below the email field, with a short description of the selected role. The default is Standard.
Two roles are available at invite:
Standard: Day-to-day use, including sequences, contacts, mailboxes, campaigns, reporting, and integrations. Standard users can’t manage workspaces, invite or manage users, or access billing.
Primebox Only: Access only to Primebox, to view and respond to conversations.
Admin isn’t available when inviting. An admin can grant it to an existing user later through the role-edit option. For full details, see User Roles in Salesforge.
Go to Settings in your Forge account.
Click “Users & Roles”
On the right side of the screen, you'll see two buttons: Add existing user and Add new user:
To add an existing user, click Add existing user. Click Select to open the list of people already on your account, choose the person, then click Add user to a workspace.
To add a new user, click Add new user, enter their active email address, and click Invite to workspace.
