Inviting team members or clients to your workspace is a straightforward process.
Here's how you can do it:
Select the workspace: Start by choosing the workspace to which you want to invite someone. Switch between workspaces using the dropdown menu in the top right corner of your screen.
Access workspace settings: In your chosen workspace, go to 'Workspace settings'.
Navigate to the 'Team Members' tab: Find the 'Team Members' tab within the Workspace settings.
Enter an email address: Type in the email address of the individual you wish to invite.
Assign a role: Select the appropriate role for this person – either 'Client' or 'Team Member.'
Send the invitation: Click on 'Send Invite'. The person you’re inviting will receive an email with an invitation to join your workspace.
Await their response: Once the invitation is sent, the invitee must accept it through their email to join your workspace.
Below is the quick video 👇