Überblick
As soon as multiple people are working together, roles keep permissions clearly organized: Who is allowed to build templates, who only fills them out, and who approves them? This keeps your workspace clean and secure.
Schritt für Schritt
Invite members
Go to the 'Team' section in your Workspace Settings and invite new members via email. They will receive an invitation link to join.
Assign roles
Assign a role to each member, such as Administrator, Editor, or Technician. The role determines which areas and actions are available to them.
Verify permissions
Ensure that each person has exactly the permissions they need for their job—no more, no less. This enhances security and prevents mistakes.
Manage your team
Adjust roles as needed and remove members who are no longer with the company. This keeps your access control up to date.