How do I invite a team member to Workspace and assign a user role?

You can add any number of team members to your workspace via the "Workspace Settings".

When you add a new client, you can select a responsible partner and a responsible assistant. All your team members are available here.

You can assign individual tasks within processes to your team members. All your team members are also available for selection here.

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How to add team members:

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1. Click on your own avatar
2. "Settings"
3. "Workspace Settings"
4. Click on the "Invite new team member" button
5. Enter email address and select role
6. The invitation will be sent by email.

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