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! 😊

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In this article:

• Viewing team members

• Inviting team members to a workspace

• Updating or removing team members

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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.

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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)

   

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.

   

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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.