Before you start
Prepare the right information
- Know the staff member's work email and the role they should have.
Workflow
Complete the task step by step
- 1
Open Users.
- 2
Enter the staff member name and email.
- 3
Optionally upload a staff photo.
- 4
Choose the role that matches their work.
- 5
Send the invite.
- 6
Update role or staff photo later from the workspace users list.
Expected result
What success looks like
The users workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Owner access is protected and cannot be deactivated from the normal users screen.
Important
Keep these boundaries in mind
- Owner access is protected and cannot be deactivated from the normal users screen.