Articles on: Onboarding & Setup

How to Invite a Team Member to Your Workspace

Need a colleague to help manage your workspace in COUNT? You can easily invite team members and assign the right level of access based on their role.

Here’s how to send an invite and set permissions.

Steps to Invite a Team Member

Open the Team Management Panel

Click your workspace name in the top-left corner.
From the dropdown, select Manage Team.

Click "Invite Team Member"

On the right side of the screen, select Invite Team Member.

Enter User Details and Set Access
In the pop-up window:

Type the email address of the person you’d like to invite.
Choose the appropriate access level for their role.

Review Access Permissions (Optional)

Click View Permissions to see what each role can view or edit.
Use this to decide whether your invitee should be an Admin, Accountant, Staff, or have custom access.

Send the Invite

Once you're ready, click Send Invite.
The team member will receive an email to sign up and join your COUNT workspace.

Pro-tip: You can update a team member’s role or remove them at any time from the Manage Team section. It’s a good idea to review permissions regularly, especially when team responsibilities change.

What Happens Next?

Your invited user will receive an email with a signup link.
Once they create an account, they’ll be added to your workspace with the access you assigned.

Happy collaborating!

Updated on: 23/06/2025

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