Inviting people to join your workspace is easy! Just go to the Admin tools tab in the main navigation and click on Members. Then click on Invite new users in the top right corner. Members of your workspace can either create an account or request a secure, one-time link to login without a password.
When you invite a new member, you can choose whether they are an Admin or Member:
Admins can manage users, control user permissions, view billing information, and control workspace settings. Invite your cofounders, COOs, and CFOs as admins.
Members can not manage users and settings.
You can also assign users to groups like Board or Investors. You can use these groups to more easily share content in your workspace (like updates and meetings) so you always know who has access to what.