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Quick summary
  • Inviting someone requires their email, name and permission level.
  • Permission levels run from Staff portal only (no workspace access) up to Admin.
  • You can invite people during Company Setup, or at any time from People.
1

Open People and click Add People

Click People in the sidebar, then Add People. You can also invite people during Company Setup.
The People page listing everyone in the workspace

The People list, with Add People at the top of the page.

2

Enter their details and set their permissions

Enter their email and name, then choose a permission level. It controls what they can see and change, from Staff portal only (no access to your workspace) up to Admin. You can change it later from the People list.
The Add Person dialog with Email, Name and Permissions fields

The Add Person dialog. 1 Email, 2 Name, 3 Permissions.

3

Send the invite

The person gets an email invite with no password: they click the link and they’re in.From then on, they sign in the same way.
If an invite hasn’t arrived, check the email address on their record.
What we recommendInvite people as you set up their group and role, not before: an account with neither is easy to lose track of.

Company set up

The rest of what to fill in before anything else.

Assigning owners and responsibilities

Assign work to a whole team rather than one person at a time.