Inviting Co-workers to Join Workspace

Workspace makes teamwork easy. Invite your co-workers and collaborate effortlessly to serve your customers better.

Things to Keep in Mind

• Who Can Invite? Only Owners and Managers.
• Roles and Permissions: Assign roles (Owner, Manager, Member) when sending invites. Learn more about roles and permissions.
• Workspace Setup: You can invite members while setting up your workspace. This step is optional and can be skipped.

How to Invite Members

1. Go To Members: Navigate to Members from Settings, and click on Invite Member.
2. Add Details: Enter the name, email, and role of the invitee.
   Tip: Roles can be updated later.
3. Add More Invitees: Use the Add More option to include multiple members in one go.
4. Send Invite: Review the details and click Send Invite to email invitations. The invitee will receive an email to join your workspace.
5. Keep Track: You can track and cancel invitations from the Invitations tab.

Need More Help?

If you are still facing trouble inviting members, contact our support team for further assistance.