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How to invite teammates to my workspace?
How to invite teammates to my workspace?
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Written by Tarun Jain
Updated over 10 months ago

User Guide - Invite members to the workspace

Welcome to Waxwing AI, your pathway to transforming marketing campaign organization! At Waxwing, we leverage AI-driven personalization to tailor marketing strategies specifically for your business needs.

This guide will explore how you can invite members to your workspace, assign them tasks.

Step 1: To invite members to your workspace, click on the plus button here.


Step 2: Enter their email address.


Step 3: Select the role you want to assign - Guest, Viewer, Member, or Admin.


Step 4: Click on "Add" and the invitation has been sent successfully.


Step 5: Once they accept your invite, they can operate in this workspace based on their role. You can assign them initiatives and tasks.


Step 6: To modify the members, go to your profile icon, select settings

and go to members.


Step 7: From here, you can modify the permissions or remove the member.

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