Assign roles

Available for admins and managers.

Control and manage the permissions of each user in each workspace. To learn more about roles and permissions, see our guide.

Click on the 3 dots menu > Settings

Add members

1. In the Members tab, add members to your workspace.
   To add existing users, search by name or email in the search bar, click on the user, and click Add.
   
   
   
   To add new users, click on the search bar and then Add new user
   
   Fill in the user’s name, last name, and email address. You can add a phone number and a profile picture if you’d like.
   
   Click Save. You may send an invitation to the new users by ticking the checkbox and clicking Send Invites.
   

Add a workspace manager

1. In the General Information tab, select a manager.
   Each workspace can have only one manager.
   

2. Click Save

Add admins

You can add multiple admins for each workspace,

1. In the Admins tab, add admins by searching by name or email in the search bar, clicking on the user, and clicking Add.
   

2. Click Save