To get started, navigate to the menu on the left-hand side of the page and click on Members.
From there, in the top-right corner of the page, click Add Members.
You’ll have two options for adding users: enter individual email addresses or paste a list of multiple email addresses separated by commas or line breaks. Once you have added the email addresses, you will click Add Members.
You can send email notifications when adding members, but we recommend that if the new members will be assigned compensation plans, you add them first, set up their plans, and confirm everything is working correctly before sending the invite.
By default, each new user is assigned the Member workspace role. The workspace roles you can choose from are Member, Team Manager, or Admin, depending on the level of access they need. If you’re adding a Team Manager, you’ll want to add them to a specific team afterward.
Once you’ve added users, they’ll appear in your member list as Pending. You can choose to invite everyone at once by clicking Invite All Pending, or send an invitation to a single person using the kebab menu next to their name. After the invite is sent, the user’s status will change to Invite Sent.
Once they’ve accepted and set up their profile, their name will automatically replace their email address in the member list.
You can keep track of user statuses in the workspace at any time under the Active, Invite Sent, Pending, or Archived tabs.
If someone hasn’t accepted their invite, you can resend it at any time by clicking the kebab menu and selecting Resend invite.