- Go to Settings > Members and click the + Invite Member button.
- Enter the name and email of the team member you want to invite.
- Define their access level:
- Owner: Full control over the workspace, including billing and all administrative settings.
- Admin: Same as Owner, except they cannot access billing settings.
- Member: Can access workspace resources based on assigned permissions. Cannot invite new team members.
- Click the Invite button.
- The team member will receive an email with a link to accept the invitation and join your workspace.
You can also resend or revoke an invitation by selecting the
Invited filter on the Members’ page, clicking the three dots on the right side of the member’s row and selecting the desired action.Inviting members is as simple as that! ➡️ Move on to the next page of this guide to learn how to connect your first data source.
Need Help? If you encounter any issues during onboarding or need assistance, feel free to reach out to our support team. We’re here to help you get started.