Getting started

Invite people to your Workspace

Send an email invitation with a role. Nobody is billed until they accept.

Who can do this: Admins.Updated 2 October 2026

  1. Open Settings, then People and roles.

  2. Choose Invite member.

  3. Enter their Email and pick a Role. Employee is the default.

  4. Choose Send invite. The dialog stays open so you can invite the next person straight away.

They receive an email with an Accept invitation button. The invitation expires after 7 days. Under Pending invitations you can Resend or Revoke it.

To add many people at once, import them from a spreadsheet or a Deputy export instead, then send the invites from the last step of the import.

Choosing Auditor asks for a Last day of access. Kiosk worker appears only when the Kiosk module is on.

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