Getting Started
Invite team members
Once your workspace is ready, the next step is bringing in the rest of your team. Inviting team members allows your workspace to move from a solo setup into a real operational environment.
Why inviting team members matters
Inviting the right people helps you:
- share responsibility
- assign projects and deals
- improve accountability
- track execution more clearly
- build a real team workflow inside one workspace
To invite team members
- 1.Open the Team page.
- 2.Click Invite Member.
- 3.Enter the team member’s email address.
- 4.Choose the correct role.
- 5.Send the invitation.
What happens after sending an invite
After the invitation is sent:
- the invited user receives a workspace invitation
- they can accept or decline it
- once accepted, they become an active member of the workspace
Member statuses
Common member states may include:
- INVITED - the invite was sent but not yet accepted
- ACTIVE - the user is an active workspace member
- DISABLED - the user is no longer active in the workspace
Before inviting someone
Make sure you know:
- what role they should have
- whether they actually need workspace access
- whether your current plan still has room for more active members
💡Best practices
- invite only people who need real access
- assign the lowest role that still fits their work
- avoid giving admin access too casually
- review pending invites if they stay unaccepted for too long