Getting started

Invite your team and choose roles

Updated 2 Oct · 2 min · Owners and admins

Everyone who works in the admin app (your program team, jurors and anyone who only needs to look) joins your workspace through an email invite. Each person gets one role, which controls what they can see and change.

Steps

  1. Go to Settings and open the Team Members tab.
  2. Choose + Invite Member, enter the person's email address and pick a role.
  3. Send the invite. The person gets an email with a link to join the workspace.
  4. See who hasn't joined yet under Manage Invitations.

Which role to choose

  • Owner and Admin: full control of the workspace, including settings and billing.
  • Manager: day-to-day program operations.
  • Evaluator: for jurors who review and score applications.
  • Mentor: for mentors who also need access to the admin app.
  • Member and Viewer: limited or read-only access.

If none of the built-in roles fits, create a custom role with exactly the permissions you need. See Roles and custom permissions.

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