Add your team to sourcemaster (seat)

Learn how to invite team into sourcemaster by assigning seats, setting access levels, and managing roles. This guide covers adding, editing, suspending, or removing users, plus tips on seat limits and invitation emails.

Written by sourcemaster Systems

Updated 2 months ago

Invite Your Team

Bring your teammates onboard so everyone can use sourcemaster with their own login and permissions.

1. Open User Management

Go to Settings → User Management → User management (sidebar tab).
You’ll see a list of all users under your company.

2. Add a Seat

Click Add seat. (only for Basic and Pro)
An Idle seat will appear. Click Manage.

3. Assign to a User

Enter your teammate’s email address (make sure it’s not already registered in Sourcemaster — we recommend using their work email).
Click Next.
Set User Rights (CRM, Finance, Warehouse, etc.) and confirm.
Enter your own password to verify, then click Assign User.

If the invite email doesn’t show up

Check Spam/Junk, Trash, and Promotions tabs.
Search your mailbox for noreply@sourcemaster.pro and the subject “invites you to join … in Sourcemaster”.
If still missing, ask IT to allowlist sourcemaster.pro and noreply@sourcemaster.pro.
Click Resend invite from Settings → User management (on that user’s row).

4. Team Member Registration

The invited teammate will get an email: "[Your Name] invites you to join [Company Name] in Sourcemaster".
They must click Complete registration.
Fill in their Name, Surname, and Password, then click Confirm.
From now on, they log in with the registered email and password.

5. Manage Users

Once added, go back to User Management:

Change User Class: Admin or Standard.
Set Access: Full or Suspended.
Adjust Rights anytime by clicking the settings ⚙️ button.

💡 If this doesn’t solve your issue or you have more questions, feel free to reach out through our [contact form]. We’ll get back to you within 2–3 business days.

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