Your workspace · Guide
Invite your team and choose what each can do
Add the people who approve replies, plan work or look after billing. Each person gets a role.
Step by step
Open Settings, then Team, and find Invite a team member.
Enter the person's email.
Choose their role: Analyst, Operator, Approver, Billing, Read only or Admin. Read-only members can look but not change or approve anything.
Press Send invitation. The invitation expires in 7 days.
Good to know
- Only the people you invite can see your workspace. Other firms never can.
Something not as described? Write to us and we will fix the guide.