Steps
1
Decide the access level
Organization members can help manage the broader Suite workspace. Business members manage a specific business.
2
Open members or business settings
Use organization settings for workspace-level access and business settings for business-specific access.
3
Send the invitation
Enter the teammate's email and choose the role or team membership that matches their responsibilities.
4
Ask them to accept from email
Invited users should use the invitation link so the account connects to the correct workspace.
5
Review access after acceptance
Confirm the user appears in the right member list and can reach the expected pages.
Good to know
- Use the narrowest access level that lets someone do their work.
- If someone cannot see a business, check business membership before creating a second account.
- Remove access when a staff member changes roles or leaves.