Invite Users and Manage Workspace Permissions

Here are the main shortcuts for you to invite users and manage permissions:

You can invite users to your workspace by adding the emails to the workspace access list, go Workspaces > Select workspace > Workspace access > Invite people > Select role.
As a workspace admin, you can add and remove users and manage user permissions.
You can also create Groups, subsets of the workspace user access list, go Workspaces > Select workspace > Groups > Add new group.
You can share your company templates and contracts easily with Workspace user list and Groups, you can go to Templates > Edit template > Team sharing & access > Invite groups.



Invite users and manage workspace user permissions
Was this article helpful?
Cancel
Thank you!