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Invite

You can invite new team members to collaborate in your workspace at any time, provided you are an Owner or Admin of the project.

Here is how you do it:

  1. Open your workspace dashboard.
  2. From the sidebar menu, navigate to Team Members (or Members).
  3. Click the Invite button.
  4. Enter the email address of the team member you want to invite.
  5. Select one or more roles to assign to them (e.g., Admin, Editor, Agent). This will determine their specific access permissions.
  6. Click Send invite.

The user will immediately receive an email invitation to join your project. Once they click the link and accept the invitation, they will be fully added to the project with their assigned roles.