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👉 The People module allows users to invite new members to the workspace, and manage existing members.
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To access the People Directory, follow these steps:
- Click on the Workspace Menu.
- Click on the People Sub-menu.
Invite People
Before inviting new users to the workspace, ensure that the workspace has enough available seats. Purchase additional seats by navigating to the Billing page.
- To invite user(s), click on the ➕Invite people button.
- Enter their 📧 Email address and select a role from the Access role dropdown.
- Complete the invitation process by clicking on the Send invitation button.
Manage Pending Invitations
Track the status of a pending invitation in the Pending tab.
- Select the ⏳ Pending tab.
- To resend an invitation, hover over the invitation, then click on the 📬 Resend invitation icon on the very right side.
- To delete an invitation, hover over the invitation, then click on the 🗑️ Bin icon on the far right side.
Manage People
Manage the people in the workspace from the 👥 People tab.
- To view a user's profile, click on the Name text button.