Invite a Team Member

If you want to invite a Team Member to join your workspace, there are three possible ways to accomplish this.

First, navigate to the Team Member management page, located under workspace settings.

Invite via Email

Type multiple emails in a row, comma separated, and select a role to assign to each of these users. By clicking "Send Invites" you can send multiple invites simultaneously, as long as there are enough invites left.

Once invites have been sent, they can be tracked in the section below. From here, you can cancel or resend invites.

Invite via Link

You can always copy a link and share it directly with team members. A different URL is generated based on the selected role.

Allow Same Domain

If your workspace was created with a verified email (using Google sign in) you can always allow team members from the same domain (company.com) to have visibility into your workspace.

By flipping this switch, when a user first creates an account or creates a new workspace, they will be able to see the workspace from a list and request to join.

Accepting the request to join

There are two ways to accept a user's request to join your workspace.

Team Member management

On the Team Member management page you can accept the team member as a specific role or decline their request.

Notifications

By clicking "Notifications" on the sidebar, you can see all incoming requests. From this modal, you can accept the user as a specific role or deny their request.

Verifying Invitation Status

As an admin, you will receive confirmation emails letting you know when a new team member has joined your workspace.

You can also confirm their status by looking at the "Team Members with Access" section of the Team Member management page. If their name and email appear in the list, they have access to the workspace!

Troubleshooting

Having issues with team members getting access to your workspace? Check these common situations that can cause this to arise.

Workspace out of Team Member Seats

Check your usage dashboard to see the number of team members in your workspace and your workspace's overall limits.

If you're currently at the maximum number of seats, there are two ways to resolve the issue:

1. Upgrade your plan to a higher level.

2. Remove an existing team member.