Prospects

Relationship Leads 3

Introductions 2

Connector Tools

Users & Teams

Manage Users Manage Teams Send Invitations Invite Preferences Connector Approval

Preferences

Pre-Fill Introduction Notifications Email Templates Email App Default

Salesforce

Connect Salesforce Target Company Sync Third-Party Intent

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Support & FAQ Invite Connectors Create Account Admin Log out

Manage Users

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Teams 4

Disable user?

They won't be able to sign in or receive introduction requests until re-enabled.

Edit User

Sarah Chen

sarah.chen@acmecorp.com

Role & Access

Role

Team

Status

Active

Disabled users keep their data but can't sign in or receive introduction requests.

Account Details

Name Sarah Chen

Email sarah.chen@acmecorp.com

Date joined Jan 12, 2024

Last active 2 hours ago

Remove from account

Revokes access and deletes relationships.

Invite User

Invite a teammate to SmallWorld. They'll receive an email with a sign-in link.

Email Addresses

Separate multiple emails with commas or new lines.

Upload a CSV or drag and drop

One email per row. Download template.

connectors.csv · 42 emails

Role

Team (Optional)

Personal Note (Optional)

Appears at the top of the invitation email.

Options

Send welcome email immediately

Auto-prompt connector onboarding

Create Team

Team Name

Options

Add me to the team

Make me a team lead

Edit Team Name

Team Name

Add to Team

Find a User

Add as team lead

Team leads can edit the team, add members, and manage target companies.

Terms of Use
Support

ID: 1932671
Email: michael@smallworld.ai
Account: 1
Affiliation: account_admin
Role: account_admin