Invite staff to join your workspace so they can access the Knowledge Base, take Tests, and complete Task List routines.
Send an invitation
- Click Members in the left navigation.
- Click Invite people.
- Enter the person's email address.
- Select their permission level: Viewer, Editor, or Admin.
- Click Send invite.
The person receives an email. Once they accept and create their account, they appear in your Members list.
Permission levels
| Level | What they can do |
|---|---|
| Viewer | Read Pages, take Tests, complete tasks |
| Editor | All of Viewer, plus create and edit Pages and Tests |
| Admin | All of Editor, plus manage members, roles, settings |
Tip Most staff should be Viewers. Give Editor access to team leaders who maintain content.
After inviting
- Assign them to a Workspace Role — see Create a Workspace Role
- Change their permission level — see Manage member permissions