Where to invite people
Go to Settings > People and teams. This page has two tabs: People, which lists everyone in your workspace, and Teams.
If you're an admin or the workspace owner, click Invite team members at the top of the People tab.
Adding emails and choosing a role
In the invite window:
- Add one or more email addresses.
- Choose a role for them:
- Member – can sign in.
- Admin – can sign in, with access to workspace-level settings.
- Optionally, assign them to a team.
- Send the invite.
You can invite several people at once by adding more than one email address before sending.
What an invited person receives
Each person gets an email inviting them to join your workspace on Klovis. When they open the link, they see "Join <your workspace name> on Klovis", set up their account with their name, job title and a password, and land inside the workspace. If your workspace already has sending channels enabled, they're guided to connect their own account straight after joining.
Teams
Teams group people together, for example Sales or Engineering. Create a team from the Teams tab and add members to it. Teams also affect which records show up on a teammate's dashboard: a record shows there when it has no team, when the teammate is on its team, or when the teammate owns it.
Roles at a glance
A workspace has three tiers of access:
- Member can see and use their own Profile, Notifications, Inbox and Calendar settings.
- Admin can additionally manage workspace-level settings, such as People and teams, Sending accounts and Tools.
- Owner (the person who created the workspace) can additionally manage Suppression, Integrations, Logs, Channels and Billing.