How to Invite Workspace Members
Collaborate with your team by inviting them to your workspace. Invited members can help manage clients, projects, invoices, and other resources based on the permissions you assign them.
Step 1: Go to Workspace Members
Navigate to Workspace → Members from the sidebar.
Step 2: Click "Invite Member"
Click the "Invite Member" button at the top of the members list.
Step 3: Enter the Invitee's Email
Enter the email address of the person you want to invite. They must have a retaincoda account to accept the invitation. If they don't have one yet, they'll be prompted to create one.
Step 4: Set Their Role
Choose the role for the new member:
- Admin — Full access to all features and workspace settings management.
- Member — Access based on individually assigned permissions.
Step 5: Send the Invitation
Click "Send Invitation". The invitee will receive an email notification. Once they accept, they'll appear in your members list and can start working in the workspace.
Managing Pending Invitations
Pending invitations are shown in the members list with a "Pending" status. You can:
- Resend — Send the invitation email again if the person didn't receive it.
- Revoke — Cancel the invitation before it's accepted.
The number of members you can have depends on your workspace plan. Upgrade your plan if you need to invite more team members. Check How to Change Workspace Plan for details.