Inviting Team Members

Inviting Team Members

Bring your team into your workspace and collaborate effectively.

Step 1: Go to Members

Click Workspace → Members from the sidebar.

Step 2: Click "Invite Member"

Click the blue "+ Invite Member" button.

Step 3: Enter Email Address

Type the email address of the person you want to invite.

Step 4: Assign a Role

Choose what level of access they should have:

👤 Member

Can view and edit forms, tasks, and data. Cannot change workspace settings.

🔑 Manager

Can manage team members, invite people, and make most decisions.

👑 Owner

Full access to everything including workspace deletion. Use carefully!

Step 5: Send Invitation

Click "Send Invitation". They'll receive an email with instructions to join.

What Happens Next?

1. They receive an invitation email
2. They click the link in the email
3. They're added to your workspace
4. They can start collaborating immediately

Managing Team Members

Change Someone's Role

Click on any team member and update their role.

Remove a Member

Click the remove button next to their name. They'll lose access to the workspace.

View Pending Invitations

See who hasn't accepted their invitation yet and resend if needed.

Team Collaboration Tips

• Start with limited permissions and expand as needed
• Only give Owner access to trusted admins
• Remove inactive members to keep the workspace clean
• Use clear names so everyone knows who's who