ERIXHelp, help center home

Invite your team

Add teammates and choose what each of them can see and change.

How-to2 minChecked against ERIX on

Before you start

  • You are the owner or an admin of the workspace.

  1. Step 1. Open Settings › Team and select Invite teammate.

    Settings, Team, with the Invite teammate button. (opens the full-size image)

  2. Step 2. Enter their email and pick what they can do: Everything, Manager, Sales, Analyst or Read-only. Select Customise access to fine-tune it.

    The Invite a teammate window with an email box and the role choices. (opens the full-size image)

  3. Step 3. Select Send invite. They get an email link to join and set their own password. The link works for 7 days.

If something isn't right

The invite link expired.

Open Settings › Team, find the teammate and send the invite again.

Was this page helpful?

Related