Where to Invite Others to Your Workspace
To invite other to your workspace, first, find the Admin option on the left menu. Here, select the Workspace menu point.
There, a popup will ask for the email address of the people you want to invite to your workspace. Once you enter the email address, click on the +Add button.
You can add more than one people at a time, just enter the email address and and click on the +Add button on the right again. Once ready with the email addresses, click on Next.
Here, a popup will ask you to choose whether to want the member to be:
- Owner: Has access to everything, and can manage all accounts within the workspace.
- Manager: Has access to everything selected from the list below, and has permission to edit in these Modules.
- Member: Has access to everything selected from the list below, however, doesn't have permission to edit in the Modules.
Once you chose the role you want people in your workspace to be. click on Send invites.
An email will arrive to the people you invited. They need to click on the link provided in the email.
After this, they can start creating their account and signing up to SAAS First. Once they are ready with the signup, they will be added to your workspace, and you can start collaborating and working together.
