1. Click the invite icon in the top bar
It sits next to your initials, top right, and works from anywhere in vizrm. Admins can also get there from Users & Subscription → Invite users.
2. Pick your colleagues
vizrm lists the people in your CRM under From your CRM — tick whoever you want. For anyone who isn't in your CRM, type their address in Or invite someone by email and click Add.
3. Click Send invites
Invitations don't expire. To chase or cancel one, open the dialogue again — outstanding invitations are listed under Pending invites with Remind and Revoke.
