Inviting Members
Goal: Add people to your workshop.
Send an invite
From the portal:
- Click Workspace in the top bar
- Select Team Members
- Under "Invite a new member," enter their email
- Click Invite
New teammates default to Viewer - adjust their role after they join (see Permissions).
Or ask Azi: "Invite sarah@yourteam.com as an Editor." She sends the invitation.
What happens next
- Invitation sent - they get an email with a link
- They accept - the link signs them in (creating an account if needed)
- Access granted - they appear in your team list
- Recorded - the invitation is logged
Track pending invites
Open Workspace -> Team Members and look at the Pending section. For any outstanding invite you can Resend or Revoke. Invitations expire after 7 days - resend if someone missed it.
Remove someone
- Open Workspace -> Team Members
- Find the teammate
- Click Remove and confirm
Removal is immediate - they lose access to all workshop data right away.
Next steps
- Set what each role can do -> Permissions
- The full access model -> User Management