Invite Member to your workspace

In today's collaborative work environment, the ability to seamlessly integrate team members into your projects is invaluable.

We understand this need and offer a comprehensive solution through its workspace feature. This functionality enables the workspace owner to invite colleagues as collaborators or viewers, fostering a collaborative effort on business plans or other projects within the platform. 

NOTE: You can add up to 5 members (including the Workspace owner) to your workspace with any subscription plan. To add more than 5 members, you can buy "Member ADDONs". For more information on member limits, click here.

Invite New Members to Your Workspace:

1

Navigate to the specific workspace and click on the "Workspace Settings" to open.

2

Within the workspace settings, Under the "Member" section, Look for and click on the Invite New Member or Let's Invite Your Team option to add a team member.

3

In the pop-up window, you'll be asked to enter the email address of the colleague you wish to invite to your workspace and click on the " Go To Next Step" option to continue.
After inputting the email address, you will also need to provide additional details such as their Name & designation and press enter or click on the  Go To Next Step option.

Assign Permissions to Member

After inputting the email address, you will also need to provide additional details such as their Name, Designation, and Privileges.

• Contributor: This role is designed for team members who need to actively engage with the workspace by creating, editing, and discussing content.
  

  
  Contributors have the capability to work on projects, making them ideal for individuals directly involved in the development of your business plan or other documents. They cannot, however, manage workspace settings or invite new members.
  
  

• Admin: Admins possess broader permissions, including everything a Contributor can do, plus additional administrative privileges.

  
  This role allows for the management of workspace settings, the invitation of new members, and the alteration of user roles. The Admin role is suited for those who oversee the project or workspace, ensuring that everything runs smoothly and aligns with the team's objectives.
  
  

Following their invitation, the User will receive an invitation email in their inbox. This email contains a link, which they can follow to join the workspace and easily engage with the team.

Removing Member from Your Workspace

Effective team management often involves adjusting access to your workspace. Whether due to role changes or project completion, removing a member may become necessary.

We provide a straightforward process for this, ensuring that you can manage your team's access with ease and precision.

1

Find the member you wish to remove from the team list and Click on the Remove Member option.

2

A confirmation pop-up will appear. Click on the "Yes, Remove" option to finalize the removal of the member from your workspace.

By following these steps, you can manage your workspace's team composition effectively, ensuring that only current and relevant members have access to your workspace and its resources.