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Invite a teammate and change their role

How admins give someone Coworker access, add new people, and make someone an Admin.

Who it's for: Coworker network admins.

Roles (from the role picker in the product)

  • Admin: full administrative access and permissions

  • Member: standard member with regular permissions (has a Coworker seat)

  • Passive: no Coworker access, but data about this person is indexed (useful for people you want in the org picture without a seat)

  • NonMember: no Coworker access and no data indexed

Self-serve workspace? The steps are different. See "Self-serve workspaces" below.

Give an existing person access (they're already in your Org Chart)

Use this when the person already shows in your Org Chart, for example because your HRIS syncs it.

  1. Go to Settings → Org Chart.

  2. Search for their name.

  3. Click their Role. In Edit Role for (name), pick Member and click Save.

  4. Hover their row and click the black Resend invite button, then click Send to confirm. They get an email to join.

Add someone who isn't in the Org Chart yet

  1. Go to Settings → Org Chart and click Add new user (admins, and custom roles that can invite people).

  2. Fill in Email, First Name, Last Name and Title (required). Org Group, Work Groups and Manager Email are optional.

  3. Pick a Role, leave Send Invite Email ticked, and click Invite User. Only admins see the Admin option on this page.

Make someone an Admin

Same as "Give an existing person access", choosing Admin. Only people with permission to manage roles see the Admin option; if you don't see it, ask an existing admin or your Coworker contact.

Self-serve workspaces

In a self-serve workspace, Settings → Members opens a page called Your Team. Click Invite and choose Member or Admin. There are only those two roles, and no Resend invite or Add new user.

Common problems

  • The person isn't in the Org Chart. If your org chart syncs from an HRIS (Rippling etc.), very new hires may not have synced yet. Add them with "Add new user".

  • They never got the email. Use Resend invite on their row. Check that their role is Member or Admin (Passive has no seat).

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