Getting your team onboard with Perfect Workspace is designed to be straightforward and seam

less. We understand the importance of efficiency and ease in expanding your team’s capabilities. To ensure you can invite as many teammates as necessary and get everyone up to speed quickly, we’ve prepared a user-friendly guide to walk you through the process. This ensures you have all the tools and support needed to make your team’s collaboration more efficient and enjoyable. Ready to enhance your team's productivity? Let’s get started!

1. Understanding User Roles:

Admin (Workspace Creator)

• Full control of the workspace.
• Can manage users, assign roles, and create new positions.

Creator (Position Creator)

• Authorized to create and manage the positions they create.

Collaborator

• Can contribute to assigned positions but cannot create new ones.

2. How to Invite Users to the Platform

3. Start Inviting!

Just a click away! On any app screen, tap "Invite your teammate" found in the user menu. It's that accessible!

4. Send out your invites!

Pop open the dialog, enter the email addresses of your future team members, and hit "Invite". Watch your team grow!

5. They've got your Email!

Your teammates will receive an email to join the fun in your workspace. It’s like sending a digital high-five!

Tip: 🔍 Troubleshooting: No Email? No Problem!