Invite your team and set roles
Send invitations from Settings, choose each person's role, and see who hasn't accepted their invitation yet.
Every person works in the workspace under a role. The role decides what they can read and change. Only workspace admins can invite people.
Send an invitation
- Open Settings, then under Team & access select Team.
- Select Invite user and enter the person's email address.
- Choose a role: Workspace Admin, Sales User or Foundation User. When Support is added to your workspace, Support User and Support Admin are available too.
- Send the invitation. The invitee sets their own password from the email.
Invitations that haven't been accepted yet are listed under Pending invitations. See Roles and access for what each role can do.