Invite Your Team

Invite teammates after the workspace has the right modules and roles. This helps new users land in an organized workspace with the correct access.

Invite setup owners first, then invite the wider team after modules, roles, sample records, and key templates are ready. A staged rollout makes permission issues easier to fix.

Invite During Onboarding

Guided onboarding includes a team invitation step for non-solo teams. Add the people who should help set up or use the workspace.

Solo workspaces skip this step.

Invite After Setup

Use workspace settings to invite teammates after onboarding. Add each teammate's email address and assign the right role.

Invite people with the email address they will use for daily work. If a teammate accepts with a different address, they may create a separate account that does not match the invitation or expected role.

Use the smallest role that lets the teammate do their job. For example, finance users may need invoices and payments, sales users may need CRM and deals, and operations users may need projects, tasks, files, or scheduling. Avoid giving owner-level access just to solve one missing page.

If someone needs temporary setup access, give the access intentionally and set a review reminder. Remove elevated access after setup is complete.

Before Inviting Everyone

Before sending invitations to the full team:

• Enable the modules the team needs.
• Create or review roles.
• Confirm finance, CRM, HRM, and project permissions.
• Add starter records or templates if useful.
• Test one invitation with a trusted teammate.

Also prepare a short internal note that tells teammates what to do first after joining. Point them to the modules they should use, any records or templates already prepared for them, and who to ask if a page is missing.

If you are migrating from another tool, invite setup owners first. Let them review imported contacts, projects, invoices, templates, and permissions before inviting the wider team. This prevents new users from landing in a workspace that still contains test data or unfinished setup.

If Someone Cannot Access the Workspace

Check that:

• They accepted the invitation with the invited email address.
• Their account is verified.
• Their role allows the page they are opening.
• The module is enabled.

If access still looks wrong, ask them to sign out and accept from the newest invitation email in a private window. Then confirm the active workspace from the workspace switcher.

If the invitation expired or was accepted with the wrong email, revoke or resend the invite rather than asking the teammate to create another account. Duplicate accounts make ownership and notifications harder to manage.

After They Join

Ask each teammate to confirm three things: they can open the expected modules, they can see the records they are responsible for, and they can complete one safe action such as creating a test task or viewing an assigned project. Fix role and module issues before adding real customer work.

Invitation Checklist

Before inviting a role group:

1. Confirm the role permissions.
2. Confirm required modules are enabled.
3. Prepare any starter templates or records.
4. Send a short first-day instruction.
5. Ask one person from that group to test access.

Related Docs

• Access Control
• Create Roles
• Assign Member Roles
• Accept an Invitation