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Invite contacts to your workspace

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Written by Yuliia Biletska
Updated over 2 months ago

Add users to your Workspace, giving them access to view,edit and execute all existing workflows, view packages, and more, depending on the level of permissions and access you grant them.

To do that, go to the Contacts tab and select Add new.

Enter the email address of the person you want to invite and select Send invitation.

If you're inviting someone with a Signer role, you'll be prompted to enter their first and last name, as well as their phone number.

Once you've sent the invitation, you'll receive confirmation that it was sent.

You'll see a clock icon next to the name of the person you invited until they accept the invitation.

You can also invite users and change the roles for existing ones using the Invite users option, which is available throughout all the product in different tabs, except for the workflow diagram.

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