Invite your team and control access

Step by step

1. 1

   Open Team members and choose Invite member. Enter their email and choose the available functional roles or custom module permissions.

2. 2

   Review read, create, edit and other actions separately. A member needs access to a module before they can perform actions within it.

3. 3

   Send the invitation and review its status. Use the available invitation or membership actions when access needs changing.

4. 4

   Edit roles when responsibilities change. Verify the resulting access using that member’s account.

5. 5

   Open vCard members to assign an existing card to a person. Card assignment and workspace administration are different responsibilities.

6. 6

   Remove unnecessary access when someone leaves. Review integration connections separately because these have their own scopes and credentials.