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Each teammate should use their own account. Workspace owners and team members with employee-management permission can manage team access.

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Send an invitation

  1. Open Employees in the desktop app.
  2. Select Invite employee.
  3. Enter the teammate’s email address.
  4. Choose Manager or Chatter.
  5. Send the invitation and ask the teammate to complete the setup from their invitation email.
The teammate should sign in with the email address you invited.

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Choose a role

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Review permissions and creators

After the teammate joins, open their employee details. Review the permissions and creator assignments available for that person. Role defaults are a starting point; the person’s effective access depends on the permissions and assignments configured in your workspace. If someone cannot see a creator or screen, check their assignment and permission before changing their role.

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Remove access when work ends

Review the employee’s access when they leave the team or change responsibilities. Coordinate with anyone handling their conversations and tasks before removing or changing access.