Invite your team
Invite teammates from the sidebar, choose each person's role and the modules they can use, and manage the team in Workspace settings.
What you will learn
- Send invites
- Click Invite members at the bottom of the sidebar and add one or more work emails. A member can edit; an admin gets full access, including the team and settings.
- Choose their modules
- Untick any module a person shouldn't use. For records, choose all records or only their own; it's all changeable later under Members.
- Manage invitations
- Pending invitations expire in a week and can be revoked. Under Ways to join, turn on an invite link or let people from your email domain ask to join.
Getting started
10 lessonsApprox. 27 min
Your progress0%
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