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How to invite teammates

Collaborate more effectively by inviting your teammates to your DSALTA workspace.

Updated over 2 months ago
  1. Within your dashboard, select Settings

  2. In the Workspace, select People

  3. Click the blue + Add New Members button in the top right corner.

  4. Enter the email addresses of the teammates you’d like to invite.

  5. Select the appropriate role for each user:

  • Workspace Owner
    Full access to workspace settings, members, licenses, billing, and compliance configuration.

  • Admin
    Can manage workspace settings, members, and the Client Trust Centre.

  • Member
    Can contribute to tasks, controls, tests, and the billing & compliance center, but cannot manage users or licenses.

6. Click Send Invite.
Your teammates will receive an email invitation to join the DSALTA workspace.

Successfully sent the invite to the member!

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