Meira 16Invite your team
Send an invite
- Open Staff in the menu and click Invite.
- Enter their email, choose their role and department, and add a job title if you like.
- Click Send invite. They get an email, and the invite is waiting when they sign up with that same email address.
They must sign up with the exact email you invited. If they use a different one, cancel the invite and send a new one.
Which role should I pick?
| Role | Good for | Can see |
|---|---|---|
| Staff | Most of your team | Their own tasks, clients and work. Not payroll or revenue. |
| Manager | Team and department leads | Their team's work, can assign tasks and invite clients. |
| HR | People and admin | Staff records and invites. |
| General manager / Founder | Leadership | Everything, including revenue, payroll and billing. |
| Client | Your customers | Only their own requests, tasks and invoices in the client portal. |
Invite a client to the portal
- Open the client in Clients.
- Choose Invite contact and enter their email.
- They can then send you requests and follow progress without emailing back and forth.
Someone left the team
Open Staff, choose the person and remove them. Their past work stays in the workspace.
Still stuck?
Email msjadvertising@gmail.com or message us on WhatsApp. Tell us your workspace name and what you were trying to do.