Invite people to your workspace

Invite someone and they get an email to join your workspace in the role you pick.

Who can do this: roles with Manage members, Owners and Admins by default. By default, Members can invite others as Members from Invite team in the main sidebar, unless Who can invite members limits it. See Roles & permissions.

Invite a member #

1. Open Settings. Under Workspace, click Members.
2. Click Invite member.
3. Enter a work email. Personal email addresses are refused.
4. Pick a role. Member is the default. Admin, Observer and Guest are offered too.
5. Optionally, pick a team. They join it straight away.
6. Leave the mode on Invite.
7. Click Add Member.

After you send invitations #

Once they accept, the person moves to the Active tab. They see goals they own, and get check-in reminders once a rhythm is on.

Invite several people at once #

1. In the main sidebar, click Invite team.
2. Type an email in each row, or paste a list separated by commas or new lines to fill the rows. Add another adds a row.
3. Click Send invite.

You see Invitations sent. Everyone joins as a Member. To give someone another role, use Invite member instead.

Send an invitation again #

On a pending row, open the ⋯ menu and choose Send invitation. To email everyone pending, click Send invitations (N) above the table and confirm.