Gearset's team features are designed to make collaboration between developers, admins, and release managers ingeniously simple. Users within a team can see each other's activity, such as deployments and automation jobs, and work together to build draft deployment packages.

Invite your team early on for maximum benefits

If you work as part of a team on your deployments, it's best to get everyone in the same team early on in your evaluation. That will ensure everyone has access to the full deployment history and give you a chance to try out all of the collaboration features.

Inviting users to your team

Note that only team owners can invite users.

To begin adding other team members, visit the My account page (Team management section), accessed by clicking on the Gearset icon in the top right.

You can invite people to join your team regardless of whether they already have a Gearset account or not.

To invite users to join the team, you send them a link. You can enter their details in two ways:

  • Enter the email address to send the link to.
  • If they have already created a Gearset account with Salesforce login details, you can enter their Salesforce login username. We will then send the link to the email address associated with that account.

Pending invites are listed above the team table. If your team uses an instant chat tool, sending the link directly can be easier than waiting for the email to arrive.

Note that the invite will expire in 5 days from creation.

Accepting team invites

When you click on an invite link, you will be taken to the Gearset account creation page:

If you do not have a Gearset account, click to create your account using your chosen login details.

If you already have an account, click I already have a Gearset account at the bottom, and enter your existing Gearset login details. Note that you can only be a member of one Gearset team at a time, so when you join a new team, you leave your old team.

You will join the new team as a team member (as opposed to a team owner).

Managing new team members

After accepting an invitation, the team member will appear in the team list on the My account page (Team management section).

If you are a team owner, you can:

  • If you have available licenses, assign them a license by changing the license type from None to Pro or Enterprise, as shown in the picture above. 
  • Make them a team owner. (You can have multiple team owners per team.)

To learn more about the full range of collaboration features in Gearset, and what you can do with teams, view our in-depth feature article on teams.

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