Team and projects

How do I invite team members and set roles?

Add colleagues to your workspace with specific roles like Staff, Manager, Admin, or Owner.

Step-by-step instructions

  1. 1
    Go to Team in the sidebar.
  2. 2
    Tap Add person.
  3. 3
    Enter the team member's Full name, Email address, and Mobile number.
  4. 4
    Select an Access role: Staff, Manager, Admin, or Owner.
  5. 5
    Tap Create to add the user to your workspace directory.

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