Step 1 - Navigate to Settings
From the main dashboard, locate and click on the 'Settings' option in the sidebar. This will take you to the settings page where you can manage various configurations for your workspace.
Step 2 - Navigate to Members
Within the Settings page, find and select the 'Members' tab. This tab contains options for managing the users in your workspace.
Step 3 - Click Invite Member button
On the Members tab, click on the 'Invite Member' button. This will open a form to input the details of the new user you want to invite.
Note: If you are currently using our INDIVIDUAL subscription, this button will say 'Upgrade to Invite New Members'
Step 4 - Open the member-type selection options
In the invitation form, click on the 'ADMIN' button to set the role for the new user.
Step 5 - Choose the appropriate membership level.
You can select between 'ADMIN' and 'EDITOR'.
The 'ADMIN' role provides the user with admin privileges. Most users will be added with the 'EDITOR' member type.
Step 6 - Click Invite Member
This will send the invitation to the email addresses you've provided. After they've been sent, you'll receive a small confirmation pop-up at the bottom of your screen.
Step 7 - Reviewing Pending Invitations
If you'd like to check on the status of an invitation that you've sent or if you'd like to revoke an invitation, it can be done from our Pending Invitations screen.
Step 8 - Any invitations that are yet to be accepted will be shown here.
If you'd like to revoke an invitation, simply click 'Delete' next to that invitee's name.
