Invite team members

Steps

1. Open Organization in the left menu.
2. Review your current team members and available seats.
3. Click "Create invite link" or copy the existing invite link.
4. Send the link to your new team member via email or chat.
5. Have your teammate click the link to join your workspace.

Notes

• Organization Admins can manage company settings and team membership.
• Account Managers can create and edit client proposals.