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How do I give my customer/employee access to a workspace?
How do I give my customer/employee access to a workspace?

Learn how to invite a new user to my workspace

Luise avatar
Written by Luise
Updated yesterday


​When you create a new workspace, you can invite users for your new workspace directly in the process (see here).

If you want to add a new user to an existing workspace, proceed as follows:

  1. Go to the workspace to which you want to add a new user (via the dropdown at the top left)

  2. Click on the “Invite” button at the top left

  3. Enter the person's email address, select the suitable user-role and press Enter

  4. Your partner/customer/employee will now receive an invitation link by e-mail

They can use the link to create a workspace account and can now access the Funnels CRM in your workspace at any time

Can I invite a single user to multiple workspaces?

In short: Yes. You can give your workspace user access to multiple workspaces within your account if you wish. However, an already created workspace user cannot be added to other workspaces outside your account. Invited CRM users can only be part of a single Perspective account.


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