Each Instrumentl plan includes a base number of user seats by default. Maximize your account's capabilities by inviting teammates to join in on your grants journey! All designated account owners have the ability to invite users and manage their team.
Invite users so everyone can benefit from Instrumentl:
Take advantage of the built-in user seats already included with your plan
Enhance collaboration & effective communication between your grants team, leadership, clients, and other parties
Update your Instrumentl workflow to reflect organizational changes
Getting Started: How to invite a user
Account owners can invite a prospective team member to join the account with their own designated login credentials.
When logged in, navigate to the lower left corner and select Account > Manage Team.
Click the purple + Invite button on the right side of the page:
Then enter the name and email address of the user you wish to add to your team. They'll use this email to log into the account.
If applicable, select their team role and project access level (this option is available on plans with User Permissions).
Finally, click the blue Invite button.
The invitee will then receive an email notification with instructions to log in and set their password to join your account!
Reference our User Permissions guide to learn more about managing team roles and project access privileges. Review all plan eligibility here.
How users join an account
After you've invited someone to join your Instrumentl account, the invitation process may differ based on whether the user already has a preexisting account with us, and if they have their own consultant account.
Note: A "preexisting account" includes any former trial accounts created under the same email, as well as paying accounts.
A. Brand new Instrumentl users
If you invited a new user who does not already have their own account under the invited email address, they'll receive an email with login credentials to join your account and set up their own password.
B. Pending: Users with preexisting accounts
If you invite a user who already has their own account, this invite flow provides the user with the chance to opt-in prior to having both them and their data migrated to a different account.
Inviting a user who already has an account will send them an email with a link for them to click in order to accept the invite and migrate their account data over. This link expires after 7 days.
On the Manage Team page, you'll see the user under "Pending Invitations":
Note: If sent in error, you may revoke this invitation by clicking on the far right button with three dots:
The pending user receives the email with an "Accept Invitation" link, explaining how their how their data will be transferred:
The user receives access to join your account
All of their current data will be moved over to your account
Their former account will be retired once they've switched to the new one
Once the invitee clicks "Accept Invitation", this automatically:
Logs them out of their previous account
Redirects them to the login page
Prompts them to log into your new account using their existing credentials
After the user logs in with their existing credentials, they'll officially have access to your account, and their data will simply transfer over!
Note: If you're unable to log in, or if you'd prefer to keep your own separate account, please reach out to Instrumentl's Customer Support team at hello@instrumentl.com.
C. Error: Unable to invite a user!
If you're on a consultant plan, you may receive an error message when inviting a member: "Existing consultant users cannot be added to consultant accounts."
This is a safeguard by design, as consultants may have or plan to have direct access to another client's account already, and allows the user to protect the integrity of any client data they'd prefer not to migrate to your new account.
In you run into any errors when inviting a user – no worries! We'll help you properly add them to your account with full transparency. Simply loop in your invitee-to-be and email our Customer Support team at hello@instrumentl.com.
Onboarding tips
Congrats! Your grants group is expanding. What's next for team members?
Update Account Credentials: You can update your name, password, and email by going to Account > Settings. Learn all the ways to reset your password.
Understand Account Ownership: Manage your team's roles and access controls at the project level with User Permissions.
Increase the user limit on your account: Maxed out on users but still expanding your team? You can easily purchase additional user seats for $5 per user per month ($60/user/year).
Seamlessly onboard new members: Whether your teammate is a brand new to Instrumentl or a seasoned user in need of a quick refresher, we highly recommend signing up for one of our free weekly Instrumentl 101 and 102 trainings.
We're excited to keep growing and knowing our Instrumentl community – thanks for joining us!
Contact Us 
If you have any questions or need assistance when inviting users or joining an account, simply contact our friendly support team via the chat bubble when logged in, or email us at hello@instrumentl.com.