01
Review pending invitations from the roster
Find pending invitations and review each teammate’s role and status from one place.
MANAGE
Give the team room to move without losing the thread.
Manage roles, module permissions, and access periods so every teammate has the right level of access.
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WHAT YOU CAN DO
01
Set roles and permissions around the work.
02
Keep tasks, approvals, and handoffs visible.
03
Give agencies a shared view across client workspaces.
TEAM · ROLES · MEMBER ACCESS
Give every teammate clear ownership and access.
Explore the team roster and each step of inviting or updating a teammate, from contact details to module permissions and access periods.
02
Start an invitation with member details
Enter basic member details first, then continue to role and access settings.
03
Review a teammate’s contact details
Review the member’s name, email, and phone before submitting the invitation.
04
Choose a role and module permissions
Select an Admin or User role and grant access to only the workspace modules the teammate needs.
05
Set the member’s access period
Choose unlimited or limited access, then review the invitation summary before finishing.
06
Manage a multi-member team roster
Review multiple teammates, their roles, invitation statuses, and join activity from one list.
THE NEXT MOVE
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