Invite your team
Everyone who works in your data needs an account in your workspace. Invites are sent by email.
Steps
- Open Settings → Users.
- Click Invite people.
- Enter their email address and choose a role.
- Send. They get an email with a link to set a password and join.
Until someone accepts, their row shows as Invited. You can resend or withdraw an invite from the same screen.
Roles
A role decides what someone can do across the workspace. Access to a specific sheet also depends on the space it lives in — adding someone to the workspace does not automatically show them everything.
Notes
- Each active user takes a seat on your plan. The Users screen shows how many seats are in use.
- Teams and Jobs group people for assignment and reporting. They do not grant access on their own.
- Working with clients rather than colleagues? Those people belong in the client portal, not here, and do not take a workspace seat.
Related: Why can't my teammate see a sheet? · Create your first workspace
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