Welcome to Hatch Academy

Browse lessons below for video tutorials on everything from
setting up your account to building your AI agents.

Course Outline

1.2 - Invite Your Team

How to Invite Your Team to Hatch

Inviting your team is one of the first steps to getting everyone collaborating and closing more deals quickly. Follow the steps below to get your team set up in Hatch.

Step 1: Go to Settings

  1. From your Hatch account, click the Settings icon at the bottom left corner of your screen.

  2. Select Settings page from the menu.

Step 2: Open the Team Section

Once you’re on the Settings page:

  1. Click Team in the left-hand menu.

  2. Select Add Member.

Step 3: Add Team Members

For each person you want to invite:

  1. Enter their name and email address.

  2. Make sure their email address is correct. Each person you invite will receive an email to set up their Hatch account.

Step 4: Assign Workspaces (Optional)

After your Hatch workspaces are created, you can assign each team member to one or more of them.

If you don’t have workspaces set up yet, don’t worry—you’ll be able to assign them later.

That’s It!

You’ve successfully invited your team to Hatch. Once they accept their invitations and complete setup, your team will be ready to collaborate and start closing deals.