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Invite Others

Your Workspace consists of all the members of your team (from employees & interns, to contractors & customers). To manage Member Accounts,

  • Click on the workspace logo in the top-left and click on Invite members
Invite Members
  • Head to the Accounts section > Member Accounts tab.

To invite a Member Account,

  • Click on the green [+] button
  • Enter the work email address of the person you wish to invite
  • Under groups, select the appropriate group for the user
  • Under Workspace Role, select Workspace Member
  • Click on the Submit button

The invited member will receive an email with instructions to set up their account.