Inviting Team Members

Overview

So most quizzes are kind of a team effort, someone writes the copy, someone records the clips, someone manages the leads. And you can invite all of them into Custom One.

Head to Settings, then Members. You'll see a list of everyone currently in your workspace, and there's an Invite Member button in the top right.

Walkthrough

Click it, enter their email, pick a role, and hit send. They get an email invite, accept it, and they're in. They can log in immediately and start working on the workspace's funnels.

A few things to know. You can invite as many people as your plan allows, team invites kick in once you're on a paid plan.

Invites are per workspace. So if you run multiple workspaces for different clients, you invite each person to the specific ones they need.

Wrap up

And you can remove access anytime, click any member to revoke their access, change their role, or resend the invite if they lost the email. It's um, pretty quick.