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Customer support · Team training

How to invite a teammate

A small workflow, made easy to follow. Explore three steps in a fictional workspace, with no account required.

All actions stay inside this example. No real invitation is sent.

  • 3 steps · 2 reading views
  • No account needed
Simulated example

Invite a teammate

Example workspaceSimulated example

Team members

Open the invitation

From the team members page, open the invitation dialog.

ETExample workspaceMember

Step 1 of 3

All instructions are visible. Choose a step to see its example screen. No real invitation was sent. This example does not change a workspace.

Interactive example

What this example shows

Illustrative workspace team page with an invitation hotspot.
Illustrative preview

1Open the invitation

From the team members page, open the invitation dialog.

Illustrative invitation dialog with an email and member role.
Illustrative preview

2Review the email and role

Review the example email and Member role, then continue.

Illustrative team list showing an example invitation.
Illustrative preview

3Review the invitation

Check the invited status in the team list. You have reached the end of this example.

Check before you send

  • Use the email address your teammate signs in with.
  • Choose the role that matches what they need to do.
  • If the invitation doesn’t arrive, ask them to check their spam folder, then send it again.

Where teams use this guide

Customer supportTeam training

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