website logo
⌘K
Introduction
Basic Overview
Automation Editor
Manual
Environments
API Editor
Design
Webhooks
Connections
Constants
Monitor Your Tasks
Security
Invite Users
Access Management
Webhooks Setup
Google Calendar Webhook
Microsoft Mail Webhook
Quickbooks Webhook
Slack V2 Webhook
Stripe Webhook
Square Webhook
Twitter Webhook
Xero Webhook
Zoom Webhook
Core APIs
Core API Functions
Core Multi
Core Bulk
Text
Number
List
DateTime
JSON
Web
Account Management
Manage Account
Analytics
Request APIs
Request Provider
Docs powered by archbee 

Invite Users

5min

The Automation platform allows you to invite your team members or clients to your Workspace.

Workspace is a shared space where you can invite team members or clients to join you in your Automation build. Your invited users will only be able to see and work with the Automations and Folders within the Workspace they have been invited to.

You can easily switch between Workspaces without creating multiple accounts and without the need to signout-signin between accounts.



Accessing Workspace

  • Log in to your Automation account
  • Click on your profile name on the top right and choose Workspace



Document image




  • Switch between Workspaces by selecting it



Document image




Invite Users

Working with a team on a project? Invite users to access your Workspace and give them access to Automations within your Workspace.

  • Click on Workspace on the top right
  • Click Invite Users
  • Add email addresses of your team members
  • Click Save

Your team members will get an email inviting them to your Workspace. Once they accept the invite, make sure they switch to the workspace they have been invited to.





Document image








Need help? Reach out to us at support@pathfix.com

Updated 30 Mar 2023
Did this page help you?
Yes
No
PREVIOUS
Error Handling Endpoint
NEXT
Access Management
Docs powered by archbee 
TABLE OF CONTENTS
Accessing Workspace
Invite Users