Invite your teammates

Bring your team into the same workspace so tasks, projects and clients are shared. Each person joins with their own email and password.

Before you start

• You need to be the workspace owner or an admin.
• Your plan has a number of users. The invite window shows how many seats are left.

Steps

1. Open Settings from the side menu, then Team members.
2. Press Invite User.
3. Fill in Name and Email. Job title and Mobile are optional.
4. Choose a Role. If you leave it empty, the person gets the default role.
5. Press Send invite. The person receives an email with a link to join.
6. The person opens the link, enters their details and chooses a password.
7. They now appear in the list as Awaiting approval. Open the menu on their row and press Approve.

A faster way: one link for everyone

1. Add your first real client or project.
2. On the dashboard, the Start here card now shows your team link.
3. Press Copy link, or press Send on WhatsApp to share it in your team group.
4. Approve each person from Team members as in step 7 above.

Good to know

• While you are on the free trial, inviting your team earns extra trial days. The Start here card tells you how many teammates still need to join. The days are added once, and you see a message on the dashboard when it happens.
• Only approved teammates count, so remember to press Approve.
• Invitations that were not accepted yet are listed under Pending invites. Press Resend to send the email again, or Cancel to withdraw it.
• If you reach the number of users in your plan, you are asked to upgrade before inviting more.
• A new employee sees only their own work by default. See the article about roles and permissions to give someone more access.