Invite & manage team members

Invite new team members to collaborate with them within the same workspace. Manage your team members' rights in the settings section of your workspace.

(e.g. as a team lead, invite your team to collaborate on your guideflows and their analytics).

• Click on "Settings" in the dashboard's left bar menu.

• Select "Team"

• Click on "Add member" to invite a new team member.

• Type the new team member's email address.

• Select the Role of your team member (Admin, User, Viewer, or Guest)

• Click "Invite member" to send the invitation to the new team member. An email will be sent with instructions to join the workspace.

• To delete a member, click on the "..." button for a specific member and click on "Delete".

• Type a name in the "Search for a member" text field to search for a specific member.

Editing and deleting team members are reserved for Admin only.

Manage roles

Workspace roles allow you to set up granular controls that manage what members have access to. You can set up permissions for edition rights, share settings, folder access, billing settings, and workspace management with roles.

You can attribute 5 types of roles to your members:

• Owners: Every workspace has a single owner who has full permission to manage all settings in a workspace, including deleting the workspace.

• Admins: Admins can access most workspace settings, including updating the billing options and adding or removing workspace members.

• Users: Members can create, edit, and share guideflows, but can’t access workspace billing or add new members. Users can also create folders.

• Viewers: Viewers can only access the workspace & folders where they have been invited, and view guideflows. They can't edit anything, but viewers can access analytics & lead tabs.

• Guests: Viewers can only access the workspace & folders where they have been invited, and view guideflows.