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Invite Your Team

Daylite works well for a single person, but when used with your team, you really start to see the difference. With everyone on your team using Daylite, processes become streamlined, and everyone works together better.
When you add someone to Daylite, you invite them to your account by email. Only a Daylite account owner can invite team members to Daylite. After an invitation is accepted, you are charged based on the amount remaining in your billing cycle.
Invite your team to Daylite and take your business further.

How to add your Team to Daylite

  1. 1.
    Choose Daylite > Preferences and select Users and Teams.
    Daylite Preferences window
  2. 2.
    Click the + in the lower left-hand corner.
    Users & Teams Preferences window
  3. 3.
    Click Manage Account....
    Dialog to add or remove users from Daylite
After you click Manage Account... your browser will open to Account Manager. Please note that you must have empty seats available to invite people to join. If you have more than one person to add, repeat the steps in Account Manager until you have invited everyone.
  1. 1.
    Click Invite New User.
    Account Manager window showing invite new user button
  2. 2.
    Type the email address of a person you want to invite to Daylite.
  3. 3.
    Click Send Invitation.
    Account Manager window showing Send Invitation email field

Accepting a Daylite Invite

Ask your team to check their inbox for the invite and have them do the following:
  1. 1.
    From the invite email, click Accept Invitation.
    A Daylite Invitation email
  2. 2.
    Enter your email and password, then click Sign In.
    Daylite Sign In page
  3. 3.
    Follow the Welcome instructions.
  4. 4.
    Download and install Daylite and turn on the Daylite Mail Assistant.
    Welcome Instructions email

Install and Log in to Daylite on the Mac

  1. 1.
    Navigate to the Downloads folder and drag the Daylite application to the Applications folder to install.
    Applications folder with Daylite app selected
Follow the steps within the installer. Once the application has been installed, log into your account with the email address and password you used to create your account.
  1. 2.
    Open Daylite and click Daylite > Install Mail Assistant from the Menu Bar.
    Daylite menu selecting Install Mail Assistant
  2. 3.
    Click Install Mail Assistant.
    Dialog window requesting installation of Mail Assistant
  3. 4.
    Click Continue.
    Daylite Mail Assistant Install window
  4. 5.
    Mail will need to be closed if it is currently running.
    Dialog asking to close Mail before installing
  5. 6.
    Click Close to finish installation.
    Daylite Mail Assistant Install window confirming successful installation

Turning on Daylite Mail Assistant

Daylite Mail Assistant allows you to link contacts, attachments, and even emails themselves to Daylite.
You will need to enable the Daylite Mail Assistant in Mail's Preferences.
  1. 1.
    Open Mail and on the menu bar choose Mail > Preferences > General and click Manage Plugins.
    Mail Preferences window showing Manage Plugins
  2. 2.
    Select Daylite then click Apply and Restart Mail.
    Mail Preferences window showing Daylite Mail Assistant plugin
Now you should be logged into Daylite, as well as Daylite Mail with the Daylite Mail Assistant turned on.

Installing Daylite on an iPhone or iPad

Your team can also log into Daylite on their iPhones and iPads. While they should have received these steps by email, you can send them the steps here:
  1. 1.
    Open the iOS App Store.
  2. 2.
    Search for Daylite and tap Get.
  3. 3.
    Open Daylite and log into your account with the email address received and password you used to create the account.
    iOS App Store showing Daylite app

Wrap Up

Daylite will help your business increase communication and your team will work together better. By adding your entire team you can build and nurture more relationships, close more deals, and execute on your plans.
Take your business further and get ready to scale by Organizing Your People into Teams.
Last modified 3mo ago