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Adding team members — Team settings and member invites in Lantern's AI CRM

Lantern Flows

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Team settings and member invites in Lantern's AI CRM

Team settings in Lantern, the AI CRM.

The table lists who’s already in: name and email, when they were last active, and a role picker (Admin, Read-only). An invite that hasn’t been accepted yet shows a Pending invite tag where the last-active date would be.

Underneath, Lantern suggests people it found in the team’s Salesforce, each with a Basic role and a Send invite button, so filling the workspace doesn’t start from an empty form. Close this hides the suggestions.

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