Team & Collaboration2 min read
Inviting your team
Get colleagues into your workspace in a minute
Sending invitations
- Go to the Company page (owners and admins only).
- Click Invite, enter the person's email, and choose their role.
- They receive an email with a secure join link. Following it creates their account inside your organization.
Invitations are scoped to your organization — invitees see your workspace and nothing else.
Who should be on the platform
Questionnaires are a team sport. The people worth inviting:
- Subject-matter experts — the engineer who actually knows how backups work answers that question better than anyone relaying it.
- Reviewers — whoever signs off on responses before they go out the door.
- Coordinators — whoever tracks deadlines and chases stragglers.
Managing members
From the Company page, owners and admins can change a member's role or remove them. Remove departed employees promptly — it's the same hygiene you'd claim in your own access-control answers.