Inviting teammates lets you collaborate on calculators, quizzes, collections, and analytics in a shared workspace. You can assign each member the appropriate role and level of access.

1. Go to Workspace Settings

From the top bar, open your workspace dropdown, select your workspace, and click the Settings button on the right.

2. Open the Team Members Tab

Select Team Members.
Here you can view:

• Current members

• Their roles

• Join dates

• Options to remove or change access

3. Invite a New Member

Click Invite people and enter their email address.
Choose a role:

• Admin — Full access, billing, integrations

• Editor — Can create and edit projects

• Member — Read-only access

4. Send the Invitation

Click Send Invite. The invited person will receive an email with a link to join your workspace.

5. Manage or Resend Invitations

For pending invites, you can:

• Resend Invite

• Cancel Invite

• Change Role

Once they accept, they instantly gain access to the workspace’s projects.