This guide covers how to invite team members to your account and manage their permissions. You will learn how to send invitations and organize your workspace effectively.
How do I access the team management settings?
To get started with adding your team, you first need to navigate to your account settings. Click on your profile icon or the settings cog in the navigation menu to find the Team or Users section where you can manage everyone who has access to the workspace.
💡 Action Steps
Click on the profile icon
Select the Settings menu
Navigate to the Team or Users section
How do I invite a new team member?
Once you are in the team management area, click the 'Invite Member' or 'Add New' button. This will open a prompt where you can enter the email address of the person you want to join your team. You can invite multiple people at once by separating their email addresses.
💡 Action Steps
Click the Invite Member button
Type the team member's email address into the field
Add multiple emails if required
What permissions should I assign?
Before you send the invitation, you need to decide what level of access this user needs. You can choose from standard roles like Admin, Member, or Guest. Select the role that matches their responsibilities to ensure they have the right tools without compromising account security.
💡 Action Steps
Review the available role types
Select a permission level from the dropdown menu
Assign the role to the specific user
How do I finish sending the invitation?
After you have entered the email and selected the appropriate role, click the 'Send Invitation' button. Your team member will receive an email with a link to join the workspace. You can see the status of their invitation in your pending list until they accept it.
💡 Action Steps
Click the Send Invitation button
Verify the email was sent successfully
Check the pending invitations list
How do I manage existing team members?
If you need to make changes later, you can return to the team list at any time. From here, you can click on an existing member to update their role, change their profile details, or remove them from the account if they no longer need access.
💡 Action Steps
Select a team member from the list
Modify the user role
Remove a user if necessary
How do I resend an invitation?
If a team member hasn't received their email or the link has expired, find their name in the pending section. Click the 'Resend' button next to their name to trigger a fresh invitation email to their inbox.
💡 Action Steps
Locate the user in the Pending list
Click the Resend button
Confirm the email address is correct