Workflow: Managing users or team members

Goal:
Add, update, or remove team members.

Before you begin:

• You need permission to manage team members.
• You need the team member’s email address.

Step-by-step instructions:

1. Open Team.
2. Select Invite user.
3. Enter the email address.
4. Select the user role.
5. Send the invitation.
6. Edit or remove users from the team list as needed.

What happens next:
The invited user can accept the invitation and join the workspace.

Troubleshooting tips:

• If the invite is not received, ask the user to check spam or request a new invite.
• If the wrong role was selected, edit the team member.
• If the user cannot access features, check their role and permissions.