How to add team members to a workspace?
Adding team members from different regions can boost productivity by bringing diverse perspectives and skills to your organization. Once you’ve created a workspace, you can start inviting new members, assigning roles, and managing their access to various accounts.
Let's check it out! 😊
In this article:
Viewing team members
To view your current team members:
1 Click the Profile icon at the top-right corner of the screen.
2 Select Team Members under Workspace Settings.
This will open a grid displaying all team members in the selected workspace.
Inviting team members to a workspace
Follow these steps to add team members to a workspace for more efficient collaboration:
1 Click the + Add New Team Member button.
2 A popup will appear asking you to enter the following details:
- Email Address
- Member Role (Administrator, Collaborator, or Approver)
- User Type (Team or Client)
By default, the role is set to Administrator and the user type is Team. Permissions vary depending on the selected role and user type.
3 Click Save to send the invitation. The team member will receive an email invite, and a success message will appear at the top-right of the screen.
Updating and removing a team member
You can manage existing team members directly from the Team Members grid using the options in the Action column.
1 Click the Pencil icon to edit a team member’s details at any time.
2 Click the Bin icon to remove or delete a team member from the workspace.
FAQs
Q1: How can I see who’s in my workspace?
A: Click the Profile icon, select Team Members under Workspace Settings, and see a list of all current members.
Q2: Can I change a team member’s role later?
A: Yes, click the Pencil icon in the Team Members grid to update their role or details.