workflow · Team
Invite your first teammate
Add a member.
3 min to completeteam, inviteUpdated 2026-05-26 · v2
Launch this workflow
Opens /settings/team in your workspace
Why use this
You invite a teammate to the workspace with the right role so they can work alongside you.
Benefits:
- Per-role permissions
- Bulk invite via CSV
- Resend invites if email lands in spam
Who this is for: Owner. Time to complete: ~3 minutes. You''ll need: Their email and intended role.
Outcome
A teammate joins your workspace.
Steps
- Open /settings/team.
- Click Invite.
- Enter email and pick role.
- Send.
- Wait for them to accept.
Variations
- Bulk invite via CSV upload.
What can go wrong
- Invite doesn''t arrive: check spam; resend.
Related
- help-settings-team.