How can I invite new users into the workspace?

Created by Ike Gabriel Yuson, Modified on Mon, 14 Sep at 8:09 PM by Ike Gabriel Yuson

There are two ways to add people, both under Admin Dashboard → Permissions. You need to be an admin.

Option 1 — Employee Join Link (self-service)

  1. At the top of the Permissions tab, find Employee Join Link.
  2. Click Copy and share the link with your new employees.

They fill in their own profile and receive an activation email to set a password.

Option 2 — Invite by email

  1. In the invite box, enter the person's email address.
  2. Choose a role: Admin, Employee, or Receptionist.
  3. Click Send Invite.

Pending invites appear in the Invites table, where you can search and filter by status or role, resend an invite, or revoke one.

Note on seats: new users are billed starting on your next billing cycle, and your billing date is based on your workspace creation date. If your workspace has no purchased seats yet, the Permissions tab shows a warning with a link to buy seats.

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