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Add a user

Four steps: identity, role, access, and a final review before the invite goes out.

1 2 3 4
Identity

Identity

Who is being added to the workspace.

The invitation link is sent here and expires after 7 days.

Formatted as you type.

Role and team

Role & team

The role sets baseline permissions; team membership layers on top.

Editors can create and change content but cannot manage users or billing.

Additional groups
Access

Access & security

What gets provisioned and what the account must satisfy before use.

Access expires

Leave empty for permanent access. Required for contractors.

Review

Review

Check the details, then send the invitation.

First name
Last name
Work email
Job title
Employment type
Role
Primary team
Reports to
Sign-in method
Access expires
Cancel