Add a Teammate

To invite new teammates to join your workspace, follow these steps:

Navigate to Settings > General > Teammates.

Select + Add new teammates.

Enter the email address of the teammate or teammates you'd like to invite and click Continue.

After entering or importing the group of teammates, set their permissions.

Permissions are grouped by feature and will be collapsed by default. Use the dropdown in each section to edit specific permissions.

Use the 'Allow all' or 'Restrict all' button to allow or restrict all permissions for a teammate.

You can also select and deselect permissions per section to tailor the access levels for each teammate.

If your teammates haven't accepted their invites after 3 days, you will receive an email listing the pending invites along with unique invite links for each teammate so you can share them directly.

To help you comply with the GDPR legislation, we’ve updated our deletion process for teammates.

Before, you could delete a teammate and reassign messages and conversations, but the teammate data could be restored if needed and there are references to the original teammate in old conversations. 

Go to Settings > General > Teammates.

Click Edit next to the teammate you want to remove, then select Remove teammate.