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Owners and admins only.

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Invite someone by email

1

Open Users and teams

Go to Settings, then Users and teams, and choose Invite user.
2

Enter their email and pick a role

Choose admin, manager or rep. If you have teams, you can also pick a Team for a manager or a rep. See Roles for what each role can do.
3

Send it

Choose Send invite. They get an email with a link to join.
An invitation lasts seven days and works only for the address it was sent to. Use a link when you do not know the person’s email address in advance.
1

Choose Invite link

On Users and teams, choose Invite link.
2

Pick a role

Pick the role, and a team if you have any, then choose Create link.
3

Copy and share it

Copy the link and send it yourself.
Anyone who signs in and opens the link joins the workspace with that role. The link lasts 30 days and can be used by more than one person, so revoke it when you no longer need it.

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Pending invitations

Invitations that have not been accepted are listed under Pending invites, with when each was sent and when it expires.
  • Copy link copies the joining link so you can send it yourself.
  • Resend emails a fresh link and gives the invitation another seven days. The old link stops working.
  • Revoke cancels the invitation. The link stops working.

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Accepting an invitation

1

Open the email

Choose Accept invitation in the email.
2

Sign in with the invited address

Choose Continue with [your email]. You get a code by email and come straight back to the invitation.
3

Join

Enter your name if asked, then choose Join [workspace]. Next, Companion helps you get the phone app.
Things that can stop you joining:
  • A different address. You must sign in with the address the invitation was sent to. If you are signed in as someone else, choose Switch to [invited email].
  • An expired invitation. Ask the person who invited you for a new one.
  • Another workspace. One account belongs to one workspace. An address that is already in a workspace cannot join a second one.

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Seats

Each person in the workspace uses a seat. A pending email invitation holds a seat too, until it is accepted, revoked or expires. An invite link does not hold a seat. A seat is checked when someone uses it to join. When all your seats are in use, you cannot send another invitation, and nobody can join through an invite link. Nothing changes for the people already in the workspace. To make room:
  • remove a member or revoke a pending invitation, or
  • ask the owner to add a seat under Settings, Billing. See Manage your plan.

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Remove a member

1

Open the person

Go to Settings, then Users and teams, and select the person.
2

Choose Remove from workspace

Under Danger zone, choose Remove from workspace.
3

Decide what happens to their conversations

Under Their conversations, choose Leave unassigned or pick a colleague to take them over.
4

Confirm

Choose Confirm: remove [name]. It takes effect immediately and is recorded in the audit log.
What happens when someone is removed:
  • They can no longer sign in, and their seat is freed.
  • Their conversations go to the colleague you chose, or become unassigned for anyone to pick up. No messages are lost.
  • Any WhatsApp number assigned to them is unassigned, and a team they managed is left without them.
The owner cannot be removed, and you cannot remove yourself here. To leave a workspace, delete your own account. See Your account and two-factor authentication. To bring someone back, invite them again with the same email address.