Inviting Members to Workspaces

  1. Press the “Workspace” tab on iOS or the “Manage Workspace” button on Web.
  1. In the Settings section, press “Members”.
  1. Press the + button to go to the Member Editor screen.
  1. Complete the required fields:
    1. Name
    2. Email
  1. Select a Role for the new Member.
    1. For more information on Roles and Permissions see here: Default Roles and Permissions
  1. Press the “Send Invite” button and an email Invitation will be sent which the receiving member must accept in order to join the Workspace.
      • You can see who you have sent an Invite to by pressing the “Invited Members” button on the Members List.
      • The receiving Member of the Invite will see the option to accept or decline the invitation from their Workspace List.
       
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For more information about editing an existing Invite see here: Editing an Invite

 
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