{"id":5645,"date":"2023-02-13T17:39:17","date_gmt":"2023-02-13T17:39:17","guid":{"rendered":"https:\/\/simplified.com\/academy\/?p=5645"},"modified":"2024-01-12T10:37:05","modified_gmt":"2024-01-12T10:37:05","slug":"how-to-invite-team-members-and-assign-roles","status":"publish","type":"post","link":"https:\/\/simplified.com\/academy\/teams-integrations\/how-to-invite-team-members-and-assign-roles","title":{"rendered":"How to invite team members and assign roles"},"content":{"rendered":"<p>Team spaces are a great way to stay organized with your team. Inviting team members and assigning them different roles has never been easier!<\/p>\n<p>1- Start by access your team space in the left hand side menu of any of the homepages. Select your team space and then click the three dot icon next to the name of your team space.<\/p>\n<p>2- Then choose \u201cAdd Teamspace Member\u201d<\/p>\n<p>3- A new window open up where you will be able to type in the email address of the person you want to send an invitation to. <\/p>\n<p>4- Next to this field, select the dropdown to select this person\u2019s team role. Choose from Approver, Creator, Full Member, and Admin. You will see a description under each option that details the different access levels for each category.<\/p>\n<p>5- Once you\u2019ve entered the email and selected the access click the \u201cInvite\u201d button. An email will be sent to this person and all they have to do is click the link and follow the instructions. They will join your teamspace in no time!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Team spaces are a great way to stay organized with your team. Inviting team members and assigning them different roles has never been easier! 1- Start by access your team space in the left hand side menu of any of the homepages. Select your team space and then click the three dot icon next to the name of your team space. 2- Then choose \u201cAdd Teamspace Member\u201d 3- A new window open up where you will be able to type in the email address of the person you want to send an invitation to. 4- Next to this field, select [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5646,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[445],"tags":[],"class_list":["post-5645","post","type-post","status-publish","format-video","has-post-thumbnail","category-teams-integrations","post_format-post-format-video","post--single"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.0 (Yoast SEO v28.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to invite team members and assign roles - Simplified Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/simplified.com\/academy\/teams-integrations\/how-to-invite-team-members-and-assign-roles\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to invite team members and assign roles\" \/>\n<meta property=\"og:description\" content=\"Team spaces are a great way to stay organized with your team. Inviting team members and assigning them different roles has never been easier! 1- Start by access your team space in the left hand side menu of any of the homepages. Select your team space and then click the three dot icon next to the name of your team space. 2- Then choose \u201cAdd Teamspace Member\u201d 3- A new window open up where you will be able to type in the email address of the person you want to send an invitation to. 4- Next to this field, select [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/simplified.com\/academy\/teams-integrations\/how-to-invite-team-members-and-assign-roles\" \/>\n<meta property=\"og:site_name\" content=\"Simplified Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/simplifiedhq\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-13T17:39:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-12T10:37:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/siteimages.simplified.com\/academy\/Support-Video-Thumbnail_1-1.png?auto=format&ixlib=php-3.3.1\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Team Simplified\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sosimplified\" \/>\n<meta name=\"twitter:site\" content=\"@sosimplified\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Team Simplified\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to invite team members and assign roles - Simplified Academy","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/simplified.com\/academy\/teams-integrations\/how-to-invite-team-members-and-assign-roles","og_locale":"en_US","og_type":"article","og_title":"How to invite team members and assign roles","og_description":"Team spaces are a great way to stay organized with your team. 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Inviting team members and assigning them different roles has never been easier! 1- Start by access your team space in the left hand side menu of any of the homepages. 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