Getting started
Invite your team and assign roles
The platform does nothing with one user. Invite your team first, then give each person a role — the role decides what they see and what they can change, not their job title.
Steps
- From the Team module, open the new member invitation.
- Enter their mobile number or email and choose the role they will work under.
- Send the invitation. They receive a message with a link that joins your workspace specifically.
- Review the member list once they join, and change a role whenever someone’s responsibility changes.
Worth knowing
- Invite a whole project team at once. The platform only shows its value when the conversation is inside it rather than in another app.
- A role can be changed at any time, and nobody loses their work when it changes.
The module this belongs to: Explore Team
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