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.

Note

A pending invite still counts against your team member seat limit, since the spot is being reserved.

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

Warning

Be careful how you share your invite link! These links are static for your workspace and can't ever be changed.

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:

  1. Team Member management -- On the Team Member management page you can accept the team member as a specific role or decline their request.
  2. Notifications -- By clicking "Notifications" on the sidebar, you can see all incoming requests.

Troubleshooting

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 at the maximum, upgrade your plan or remove an existing team member.

Invite Expired: For security, invites sent via email expire after 3 days. Resend the invite, cancel and re-invite, or use another method.