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Settings › Teammates lists everyone in your workspace with their role, status and when they were last active.
The Teammates settings page with a table of team members

Settings › Teammates.

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Invite teammates

1

Click Invite member

On Settings › Teammates, click Invite member.
2

Add emails and roles

Enter each person’s email address and pick a role for them. Click Add more to invite several people at once.
3

Send

Click Send Invite. Each person gets an email with a link to join; they show as Invited until they accept.
Invitations that weren’t used in time show as Expired: open the teammate’s actions and choose Resend Invite.
How many teammates you can have depends on your plan. When you’ve reached the limit, the button reads Upgrade to invite.

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What invited teammates see

Teammates join with their own account: they only fill in their own profile, and land in your workspace with the access their role gives them. See Create your account.

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Manage teammates

  • Search and Filter the list to find someone.
  • Edit Agent to change a teammate’s first name, last name, display name, role or department.
  • Remove Teammate to take away their access to the workspace.
Each teammate shows as Online or Offline.