Adding team members
Learn how to add new team members to your organization, assign appropriate roles, and ensure smooth onboarding for effective collaboration.
How to Add Team Members
Follow these steps to add new team members to your organization
Access Team Management
Navigate to the Team section in your organization dashboard
Click 'New' Button
Look for the green 'New' button in the top right corner of the team page
Fill Member Information
Enter the new team member's email, name, and basic information
Assign Role and Permissions
Select the appropriate role (Owner, Admin, or Member) based on their responsibilities
Send Invitation
Click 'Send Invite' - they'll receive an email with instructions to join
Types of Team Membership
Direct Addition
Add team members directly if you have their information and they're ready to join immediately
- Best for co-founders and key team members
- Immediate access to the workspace
- Full profile setup during invitation
- Streamlined onboarding process
Invitation-Based
Send email invitations for team members to join at their convenience
- Ideal for remote team members
- Allows self-service profile completion
- Flexible joining timeline
- Automatic reminder system
Team Management Tips
Plan Your Team Structure
Define departments and reporting relationships before adding many members
Use Descriptive Roles
Create custom role names that reflect your company's specific structure
Set Clear Expectations
Include role descriptions and expectations in invitation messages
Monitor Pending Invitations
Follow up on pending invitations and resend if necessary