Help article
Invite employees
Provision people into the right workspace and give them a clear path to accept their invitation.
Send an invitation
Workspace administrators can invite employees by email and assign them to a workspace. The invitation link is time-limited and records the intended role.
- Open the workspace or team management screen.
- Enter the employee email and choose the workspace.
- Select the least-privileged role needed for the job.
- Send the invitation and monitor its status.
- Remove or resend pending invitations when appropriate.
Keep the roster clean
Review pending invitations regularly and remove access promptly when someone changes teams or leaves the organization. Record the reason for sensitive changes in your internal process.