How to invite team members and set roles

Bring your team into the same workspace so everyone works from the same lists and campaigns.

Invite a teammate

1. Click Settings at the bottom of the left menu. It opens on Team.
2. Click Invite members.

3. Enter one or more email addresses. Press Enter or comma to add more than one.
4. Pick a Role.
5. Click Send invite.

They get an email with a link to join your workspace.

Roles

• Owner: the person who owns the account.
• Admin: can invite teammates and manage everyone on the team except the owner.
• User: has read and write access to the resources they are given, but cannot add new users.

Change a role or remove someone

1. Click the three dots next to the member.
2. Pick Edit or Remove.

Seats

The line under Team shows how many seats you have used and how many are left to invite.