Invite team member
To invite new team members to join your workspace, open the Settings page by clicking on "get your colleagues on board" and select the Workspace tab.
Fill out the information of your team member, including Name and the work email address.
Choose a role for the new member
Viewer: can only view content on platform
Editor: can edit processes, loops, and cases
Admin: can change workspace settings, invite new team members, etc.
Manage roles
If you want to change the role of an existing member, go to the Settings page and select the Workspace tab.
Here you will see all current members of your Workspace. If you click on the role of a team member, a drop-down opens and you can change the role.
If you cannot open the menu, likely you do not have admin rights. Contact your admin if you need to change a role of a team member.
Delete team members
If you want to delete a team member, go to the Settings page and select the Workspace tab.
Here you will see all current members of your Workspace. If you click on the trash can , you can delete the team member from your Workspace.
If you cannot delete a team member, likely you do not have admin rights. Contact your admin if you need to delete a team member.