How to Invite Team Members to Your Workspace
Aug 3, 20261 min read
Everyone gets their own login — that's non-negotiable for a clean audit trail. Inviting takes a minute per person.
Steps
1. Open Settings → Teams.
2. Click invite and enter each colleague's email address.
3. Assign each person a role — Admin or one of your custom roles.
4. Send. They receive an email invitation; once accepted, they appear in the member list and can start working immediately.
Before You Invite
• Check your seats. Standard supports up to 5 users; Business goes beyond. If you're full, add seats first in Settings → My Plan.
• Have roles ready. Creating "Sales Sender" before inviting five salespeople beats assigning Admin "temporarily" (temporary Admin never is).