Invite members

Invite members when they need real access to manage projects, tracker rows, deals, follow-ups, Discord workflows, or reports.

To invite:

1. 1.Open Team.
2. 2.Click Invite Member.
3. 3.Enter email.
4. 4.Select role.
5. 5.Send invite.

Before inviting, check the workspace plan limit and assign the lowest role that fits the member's work.