Invite Users
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.
- Log in to your Automation account
- Click on your profile name on the top right and choose Workspace
- Switch between Workspaces by selecting it
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.
Need help? Reach out to us at support@pathfix.com
