People & permissionsStep-by-step guide
Invite a teammate and choose their role
Grant the right access before someone joins the workspace.
Manage teammates permission; only the owner can appoint managers.
Here’s how to do it
Open People and select Invite teammate.
Enter the teammate’s email address.
Choose Manager, Social Media Manager, Creative Contributor, Inbox Agent or Viewer as allowed by your account and plan. Read the role description.
Review Feature access. Adjust individual permissions if your subscription and delegation rights allow it.
Select Send invitation and check its delivery status in Invitations.
What happens next
The recipient receives an invitation for this workspace with the chosen role and access.
Good to know
Workspace memberships and active invitations can use team allowance across owned workspaces. A manager cannot delegate permissions they do not have.