3Lesson 3
· 6 min readInviting your team
Go to Settings then Team then Invite Member. Enter their email and choose a role.
Roles:
- Member: View and create records
- Manager: Edit and manage records, approve requests
- Admin: Full access except billing
- Owner: Everything including billing, one per workspace
Free plan supports 3 users. Starter 10. Growth 25. Business unlimited.
Apply this in your Proactiq workspace
Everything covered in this lesson is available in your free account right now. Open your workspace and put this into practice while it's fresh.
Open Proactiq free