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Inviting Team Members to Your Workspace

What are Team Members?

Updated over 3 weeks ago

Team Members are users within your workspace who help plan, manage, and deliver events.

By inviting team members, you can collaborate more effectively and assign responsibilities across your events.


Where to Find Team Members

You can find Team Members under the “People” section in the left sidebar.

From here, you will see:

  • A list of all team members currently in your workspace


Inviting a New Team Member

You can invite new users to join your workspace at any time.

To Invite a Team Member:

  • Go to People > Team Members

  • Click “Add New Team Member”

  • Enter the required details:

    • First name

    • Last name

    • Email

  • Add optional details:

    • Role

  • Click “Send Invitation”

Once sent, the user will receive an invitation via email.


What Happens After Sending an Invitation?

The experience depends on whether the invited person is new to Circolo or an existing user.

If the user is new to Circolo:

  • They will receive an email invitation

  • They will be prompted with a temporary password

  • They can log in and set up their account

If the user is an existing Circolo user:

  • They will be automatically added to your workspace

  • No additional setup is required


Managing Your Team Members

All invited and active team members will appear in the Team Members list.

This allows you to:

  • Keep track of who has access to your workspace

  • Organise your team effectively

  • Assign team members to events, tasks, and run sheets


Building Your Event Team

Inviting team members ensures your workspace is set up for collaboration and efficiency.

By adding the right people, you can:

  • Delegate responsibilities clearly

  • Improve communication across your team

  • Deliver events more effectively

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