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Overview

We recommend ensuring your workspace is fully set up before inviting team members for a seamless onboarding experience. See Getting Started for details.

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Individual

To invite a single team member:
  1. Go to your workspace’s Team management.
  2. Click the three dots next to the team member you want to invite.
  3. Select Invite from the dropdown menu.
  4. Check if the right permission is set.
  5. Click Invite to confirm.

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In bulk

To invite multiple team members at once:
  1. Go to your workspace’s Team management.
  2. Select the team members you want to invite by checking their boxes.
  3. Click Invite right at the top, it indicates how many team members will be invited.
  4. Check if the right permission is set.
  5. Click Invite to confirm.

Emails will be always sent the the account email address of the user.