Inviting your team

Growing your workspace starts with invitations. Administrators control who can access the workspace and what they can edit.

Send invitations

• Go to Workspace Settings and open the Team Management tab.

• Invite members - enter work email addresses.

• Invitees receive a link to create or link their account.

• Assign a consolidated role (Admin, Editor, Viewer) or a custom role template.

• Review license and billing impact before sending invites on paid plans.

After members join

• Confirm each member appears in the team list with the correct role.

• Point new users to Getting Started and the Quick Start Guide.

• Use onboarding checklists and company wiki pages for internal processes.

Managing access

• Update roles when responsibilities change.

• Remove access promptly when someone leaves.

• Resend invitations from the pending invitations list if a link expires.