Invite New Users

As a master admin user, you can invite new users to workspaces, choose their roles, and this will define which license type they also have. Once added, you can adjust a user's license easily. 

Steps to adding inviting a new user

1. Head to the Active Users page 

2. Click "Invite to Meetings"

3. On the window that pops up, do a search for a user based on their email. If their profile exists in your CRM, it will show here, otherwise just the email is needed

Click "Add". It's that easy!

4. Once you've added users, you can select from the dropdown menus which workspace they're in. This will automatically choose a license type for them based on the workspace! 

Note, you can also select their roles within that workspace - Admin, or User. Admins can manage workspace settings, while users are simply members of that workspace. 

Note: If you want the user to be a master admin (not just a workspace admin), this can be managed under the main Active Users page.