To invite a team member as a user to your workspace, you will need to go to the Workspace Settings. To get there, go to your name and icon in the top-right corner of your screen. Click on the icon to locate the settings option, then click this to get to your workspace settings page.
Inviting a Team Member
In your Workspace Settings, you will find a Manage Team section at the bottom of the page. In the Orbiit application, there are 3 distinct roles with permissions:
Observer: An Observer can look around and view everything, but they are restricted from making any changes.
Editor: An Editor can create or change Members, Audiences, and Engagements. They do not have any control over the Workspace settings.
Admin: An Admin has extended rights over the workspace itself. This means they will be able to update the workspace branding, invite additional team members, or change team member roles.
Admins receive email communications from Orbiit (e.g. monthly newsletter, quarterly metrics report, engagement reminders).
In the example shown below, we have one of each user in our team. Since I am logged in and have the Admin role, I can now proceed to invite a new user to our team.
Clicking the '+ Add' button will provide us with the basic details to fill out to add a team member. All fields are required. Note the checkbox at the bottom 'Send a notification email': once checked, your team member should receive an email that will also serve as their login link. You don't need this email to be sent; you can also tell them to go to https://app.orbiit.ai where they can login themselves.
After adding your team member, they will appear in the table. It is currently not possible to see if they have logged in.