Practical use cases
Bring in a teammate
Give a new colleague access under the correct work email so they can join your team’s work.
Change responsibilities
Review access when someone moves between clients or tasks so they can reach the resources they need.
Offboard a colleague
Remove membership and review external connections when someone leaves the team.
Invite a teammate
1
Open Team settings
Open Settings → Team.
2
Start the invitation
Select Invite member.
3
Send the invitation
Enter the teammate’s name and work email, then select Invite.
4
Join with the invited email
Ask them to use that email when accepting the invitation.

