Invite your team

Invite people after the workspace exists, not before. A clear first round of invites — admins, then sellers — avoids a messy permission cleanup later.

Who to invite first

• One or two workspace admins besides yourself.
• The people who own the reference library (often sales ops or enablement).
• A small group of account executives who will use matching in live deals.

Send invites

1. Open Admin → Users.
2. Add work email addresses. Use the role that matches the job: Admin, Librarian, or Seller. See Users and roles.
3. Send the invites. Each person gets an email with a link to join this workspace.
4. If someone does not see the email, ask them to check spam, then resend from the users list.