How to Add a Member to a Workspace

From the top-right drop down menu, select "Members". 

The Members Page will open, and user will be able to view a table of all members of the workspace.  

To add a member, click "Add a Member" in the upper right-hand corner of the screen. 

Select the organization from which user is inviting a member to join from. 

• Note: If the organization is not listed in the drop-down, submit a support ticket to add an approved organization to the workspace. 

Enter the email address of the individual member user is inviting to join. 

• Tip: It is recommend to enter email addresses in all lowercase letters, as the login process is case-sensitive.

Click "Invite" to send invitation. 

• If the email address does not match the email address domain on file for the organization user will be asked to verify that that individual should be invited to join the workspace. If approved, the invitation will be sent.

The new member will appear on the table view, with status pending until they accept the invitation. The new member’s role will default to Viewer. A workspace admin can update the member’s role once the invitation has been accepted.