Adding team members/clients 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
• Inviting team members to a workspace
• Updating or removing team members

Viewing team members

To view your current team members:

This will open a grid showing 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 on the  '+Add New Team Member' button.

2

A pop-up will emerge on your screen, requesting you to enter below details of the team member:

• Email Address
• Member Role (Administrator, Collaborator, Approver)
• User Type (Team, Client)

By default, the role is Administrator, and the user type is Team. However, permissions vary depending on these roles, as explained in this article.

3

Once you have provided the details and permissions, click Save. Invitation will be sent to the team member via email, and a success message will appear at the top right.

Updating and removing a team member

You can easily update or remove team members directly from the Team Members grid using the icons in the Action column:

• Click the Pencil icon to edit a member’s details anytime.

• Click the Bin icon to remove or delete a 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.