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How to invite a user to a new workspace
Kayley Greenland avatar
Written by Kayley Greenland
Updated over 2 weeks ago

How to invite a user to a new workspace

To invite a user to a new workspace you need to ensure you are in that environment:

  1. From the main dashboard, open the workspace you wish to add a user to.

  2. Select invite team member from the top right or navigate to User Management

  • If this is your first team member you will be able to invite them as the organisation owner (Paid seat) included in the plan

  • If not you will only be able to invite guests

  • Fill out the invite team member form with a name, email, phone number and role type and click send


Some limits to be aware of

  • The organisation creator has full access to the workspace, this includes processing requests, team management, billing and subscription.

  • All new workspace will be created on a Free Plan.

  • A new workspace can only have one additional paid seat (An admin or an organisation user).

  • Only the creator or admin of the workspace can upgrade the account if needed.

  • A creator can remove an admin from the account.

  • Your additional workspaces must have unique names.

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