Getting Started
Inviting Users
Add teammates by email, choose the right roles, and track pending invitations.
Before You Start
- You must be a Workspace Owner or Admin to invite users
- Have the teammates’ email addresses ready.
- (Optional) Decide which roles each person should have.
Quick Invite
The easiest way to add team members is through the invitation system. You can invite users by email and assign them specific roles.
Navigate to your Workspace Settings
Navigate to your workspace settings by clicking on the dropdown in the top left corner of the screen. From there click on Workspace Settings.
Navigate to Team Members
Click on Invite Users which will open up a modal with a form:
- Provide a valid email address
- Select a role for the user
- Click Invite
Role Permissions
Understanding the different roles helps you assign appropriate access levels:
| Role | Permissions |
|---|---|
| Admin | Full access to workspace settings, can invite/remove users, manage billing |
| Member | Can access and edit content, create campaigns, view analytics |
| Read Only | Read-only access, can view content and reports but cannot make changes |
Best Practices
Security Tips
- Always verify email addresses before sending invitations
- Use appropriate role assignments based on team member responsibilities
- Regularly review and clean up pending invitations
Team Management
- Set clear expectations about roles and permissions in your invitation message
- Consider creating a team onboarding document to share with new members
- Use bulk invite for large team additions to save time
Troubleshooting
Common Issues
Invitation emails not received
- Check spam/junk folders
- Verify the email address is correct
- Ensure your email domain isn't blocked
User can't accept invitation
- Make sure the invitation link hasn't expired
- Resend the invitation if needed
- Contact support if issues persist
Warning Invitations expire after 7 days. Make sure to resend expired invitations if needed.