Video tutorial 23 of 24
How to Invite Your Team to Workspace369
To invite your team to Workspace369, open Settings, then Team and seats, to see everyone who can sign in to your workspace, with their role and what they can see. A custom role can hide clients and invoices from someone: in the video, Diego can't see clients or invoices. To add someone, click Invite people, type their email and pick a role: Admin, Manager, Member or Viewer. Then choose which clients they can see, and whether they can see your prices and invoices, and click Send invite. The invite expires after seven days, and we remind them once. To change someone's role later, click it and choose another.
What you'll learn
- Where to find Team and seats, in Settings, and how it lists everyone who can sign in to your workspace, with their role and what they can see
- How a custom role can hide clients and invoices from someone, like Diego in the video
- How to invite someone: click Invite people, type their email, then pick a role: Admin, Manager, Member or Viewer
- How to choose which clients they can see, and whether they can see your prices and invoices
- What happens after you click Send invite: the invite expires after seven days, and we remind them once
- How to change someone's role later: click it and choose another
FAQ
Common questions
Where do I see my team in Workspace369?
Open Settings, then Team and seats. It lists everyone who can sign in to your workspace, with their role, what they can see, and when they were last active.
How do I invite someone to my workspace?
Click Invite people, type their email, then pick a role: Admin, Manager, Member or Viewer. Choose which clients they can see, and whether they can see your prices and invoices. Then click Send invite. The invite expires after seven days, and we remind them once.
What can each role do?
Admin can do everything, even billing, the team and settings. Manager runs clients, projects, invoices and the calendar, but not billing or the team. Member works on their clients, tasks and calendar, and sees prices only if you allow it. Viewer can look but not change anything.
Can I hide clients or invoices from someone?
Yes. When you invite someone, choose which clients they can see: All clients, or Specific ones. Then choose whether they can see your prices and invoices: Hidden, View or Edit. In the video, Diego has a custom role, so he can't see clients or invoices.
How do I change someone's role?
In Team and seats, click their role and choose another: Admin, Manager, Member or Viewer.
Full transcript
Welcome back. In this video, we'll invite your team, and choose what each person can see and do.
Open Settings. Then go to Team and seats. Here's everyone who can sign in to your workspace, with their role and what they can see. Diego has a custom role, so he can't see clients or invoices.
To add someone, click Invite people. Type their email, then pick a role: Admin, Manager, Member or Viewer. Choose which clients they can see, and whether they can see your prices and invoices. Then click Send invite. The invite expires after seven days, and we remind them once.
To change someone's role later, click it and choose another. And that's your team. In the next video, we'll look at your client portal.
More tutorials
Recent updates
All release notes- Contracts, Requests and Team pages redesigned, with forms you can embedContracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
- June 2026: fine-grained team access, receipt scanning and notes that work like documentsLimit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI.
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