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Documentation Index

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Who can do this: Admins
Invite a teammate as a Member when they need to log in and view data, but should not manage the workspace. Invite teammates dialog with Member role option

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Invite a Member

1

Go to the Team page

Open Team page
2

Select Invite

Start a new teammate invitation.
3

Enter the person's email

Use the email address they should use to join your workspace.
4

Choose Member

Select Member as their role.
5

Choose rep access

Choose whether they can access all reps, specific reps, or no reps yet.
6

Send the invite

Select Send invite.
The teammate will receive an email invitation to join your workspace.

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What’s next

Adjust rep access

Change which reps the Member can view anytime.

Change their role

Promote them to Admin later if needed.