How do I invite a team member to the workspace and assign a user role?

In the "Workspace Settings" you can add as many team members to your workspace as you like.

When you add a new client, you can select a responsible partner and a responsible assistant. All your team members are available here.

You can assign individual tasks within processes to your team members. All your team members are available for selection here, too.

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How to add team members:

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1. Click your avatar
2. "Settings"
3. "Workspace Settings"
4. Click the "Invite new team member" button
5. Enter the email address and select a role
6. The invitation is sent by email.

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