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Invite colleagues to the workspace

Share projects and the price list with the team, and decide who gets to change what.

Quote and sharing5 min8 steps
  1. 1

    Open Workspace settings

    Click the account button with your initials at the top right and pick Workspace settings. The menu on the left has Overview, Members, Invitations, Billing, Appearance and Price list, and under Connections sit Integrations and Sign-in.

    Worth knowing. The row only shows if you are owner or admin in the workspace. If you are a member you will have to ask whoever owns the workspace to invite people.

  2. 2

    Check the free seats

    Under Overview it says how many seats are in use, for instance 3 of 5 seats used · 2 seats free.

    Worth knowing. If it says full the button Create invitation link is greyed out. Then you have to add more seats before anybody else can be invited.

  3. 3

    Pick a role for the person you are inviting

    Go to Invitations and pick Member or Admin in the list Role.

    Worth knowing. A member draws, saves and exports. An admin does all of that plus invites people, changes roles and looks after the billing. The owner can neither be removed nor have their role changed.

  4. 4

    Create the invitation link

    Click Create invitation link. The link is added to the list under the button and copied to the clipboard at the same time.

  5. 5

    Send the link to your colleague

    Click Copy link on the row of the invitation and send the address.

    Worth knowing. The row says Valid until with a date, and an invitation runs out after 14 days. If it has already run out you create a new one.

  6. 6

    Let your colleague join

    Your colleague opens the link, signs in or creates an account and clicks Join the team. After that you share projects and the price list in the same workspace.

  7. 7

    Change a role or remove somebody afterwards

    In the list Members you change the role in the dropdown next to the name. The bin next to it removes the person from the workspace.

    Worth knowing. An invitation that is not to be used you delete with the bin on its row under Invitations. The link stops working immediately.

  8. 8

    Buy more seats when there are more of you

    Under Billing you find the workspace's plan, payment method and seats. The button Change plan takes you to Subscription, where the number of seats is set. The box Seats also says how your own workspace adds more: in the Stripe portal, or by getting in touch with us.

    Worth knowing. Team is paid per seat with at least 3 seats, Enterprise per seat with at least 5. The prices are per seat and month, excluding VAT.

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