How to add people to your Workspace

Workspace admins can add new users directly from the Manage people & departments section.

1. In the left-hand navigation, select Manage people & departments.

2. Click the Add User button in the top-right corner.

1. Fill in the following details:

• Full name – the user's full name.

• Phone number – this is used to sign in to their account (e.g. [phone]).

• Work email address – the user's work email.

• Display name (optional) – the name shown to others in the workspace. If left blank, the user will be prompted to create their profile on first sign-in.

• Role – select the appropriate permission level from the dropdown (defaults to Member).

1. Click Add User to save.

Note: Coming soon is the ability to upload people in bulk and via CSV file.