Invite a team member

Multi-user workspaces require invitations so teammates access Contacts, Inbox, and modules per role. Open Settings → Team Members → Invitations (/workspace/users?tab=invitations) or Members for active users. Send invite with work email and role Admin, Manager, or Member. Pending invites can be resent or revoked. After acceptance, verify sidebar modules against Workspace modules and Roles & Permissions. Seat limits from Subscriptions block invites when full.

Video

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Who can do this

Owner or Admin with member-management permission.

Before you begin

• Active subscription with available seats
• Role chosen per person before sending
• Optional: custom roles configured under Roles & Permissions

What you'll accomplish

• Pending invitation emailed
• After acceptance, user on Members tab with correct access

Step-by-step procedure

1. Settings → Team Members → Invitations.
2. Select Invite member (wording may vary).
3. Enter email address.
4. Select Role: Admin for settings/billing, Manager for oversight, Member for daily CRM.
5. Pick custom role if applicable; send invitation.
6. Tell invitee to check spam for link.
7. Invitee creates password or signs in; completes Personal profile.
8. On Members tab, confirm user listed.
9. Ask them to verify expected sidebar (Contacts, Inbox, etc.).
10. If modules missing: check Modules tab and Roles & Permissions.
11. Seat limit error: upgrade on Subscriptions or remove inactive users.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Email not received | Spam; resend; verify typo | | Wrong workspace | Use workspace switcher | | Too much access | Lower role or edit permissions | | Too little access | Raise role or enable module |

See also

• Manage team structure
• Set up your workspace
• Roles and permissions

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings