Easily add your colleagues to help manage your external workforce! Collaborating on talent acquisition processes and project assignments is easy in Worksuite. Review the information below to understand how to invite & manage your internal team members.

TABLE OF CONTENTS

Inviting a Team Member
Editing a Team Member's Permissions
Removing a Team Member from Worksuite

Team members can be given full access to everything on the platform or specific roles for each module - the choice is yours!

Inviting a Team Member

Inviting new internal team members to work with you in Worksuite requires just a couple of steps:

Navigate to the Team page.

The team page is accessed by clicking the gear icon in the lower-left corner of your screen.

Then select "Teammates" in the side navigation bar.

Click the blue "Invite team member" button.

Enter the team member's email addresses and select their permission level. Learn more about user permissions here.

The invited team member will get their invitation via email and will be able to update their own personal settings

Editing a Team Member's Permissions

Navigate to the team page as described above
Select the desired team member
Use the drop-down menu to adjust Regular user to Admin or vise versa
For Regular users, click on Manage Permissions next to their email address to adjust their permissions

Learn more about permission options for regular users here.

Removing a Team Member from Worksuite

Follow the steps above to navigate to the team page
From the team page, click on the desired team member
Click the 3 dots on the top-left side of the screen > Remove
Reassign tasks to another user (yourself or another active team member)

You can automatically reassign management of opportunities and tasks to another team mate. 

*If the exiting person also managed workflow stages or relationships, be sure to review each item and reassign as indicated for your business needs.