Manage your workspace
Invite staff and manage access
Give your team the roles and location access they need without sharing accounts.
4 min read Last reviewed
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Before you invite someone
Check your staff allowance in Plan & Billing. Active staff accounts and pending invitation reservations use that allowance. Directory members are separate records and do not need logins.
Invite a colleague
- Open Users from the workspace administration menu.
- Choose the invitation action and enter the colleague’s email and requested details.
- Select an appropriate staff role and location. Choose the narrowest access needed for the person’s work.
- Submit the invitation and follow the result shown on screen. Correct any allowance or email error before retrying.
Review access when responsibilities change
- Review a user’s role, status and location from their detail page.
- Use Roles & Permissions when you need to manage a role and your account is allowed to do so.
- HQ access, location scope and feature availability still apply. A role name alone does not guarantee access to every page.
- Do not invite ordinary directory members solely to keep them in the directory. There is no member login role.