Invite a teammate to the workspace

1. 1As the owner, open Settings and find Team & permissions.
2. 2Enter the teammate’s work email, choose Administrator or Sales representative, and choose Invite.
3. 3Copy or share the generated team invitation link with that teammate.
4. 4The teammate opens the link and signs in to join the workspace.

Owner-only wallet, reply-email, and team invitation controls are distinct from personal profile and inbox preferences.

Owners can change non-owner roles, remove members, revoke pending invitations, and review security activity. The workspace owner cannot be removed or demoted. Customer reference invitations are separate from teammate invitations; never share one as the other.