As your business expands, you might need to bring new team members on board. This can easily be done through our organization account feature. Follow the steps below to add team members—but first, ensure your personal account is converted to an organization account.
Step 1: Accessing the Organization Members Page
To add team members to your account, first click on the tool icon in the bottom left corner of your screen. Then, click on "Organization Members" to access the organization members page.
Step 2: Inviting Team Members to Your Organization
On the organization members page, click on the "Invite" button to add new members to your organization. You can add multiple team members at once by separating their email addresses with a comma.
Once you invite them, they will receive an email invite that can accept to start collaborating
Assigning team members to specific workspaces
After adding individuals to your organization, you can assign them to specific workspaces based on their role. This ensures they only have access to the relevant project or client.
Step 3: Accessing the Workspace Members Page
To add team members to a specific workspace, first select the workspace from the top left corner of your screen. Then, click on "Team Members" to see all users who have access to that specific workspace.
Step 4: Adding Team Members to Selected Workspaces
To add specific individuals to the selected workspace, click "Add to Workspace" and choose the users you wish to grant access to.
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Congratulations! You have successfully added team members to your organization account and granted them access to specific workspaces.
If you have any further questions or need assistance, please don't hesitate to reach out to our support team.