Bring your team
Dealer · 1:25
Invite teammates and control their request visibility and payment access.
Recorded in a sample dealer workspace. Features and settings shown may evolve during the closed beta.
Video transcript
Bring your team.
Open Members under Manage. See who belongs to your workspace, their role and which file requests they can view.
As an owner, invite a teammate using their email address. Each person joins with their own account.
Choose the recipient’s language. Their invitation email and initial account setup will use that language.
Send the invitation. The portal confirms it and adds the recipient to Pending invitations.
Pending means they have not joined yet. The email gives them a link to accept the invitation.
Once your teammate accepts, refresh Members to see them in the workspace. They join as a member; you remain the owner.
Open their access settings. Let them see only their own requests, or all workspace requests when they need to collaborate across the team.
Payment access is separate from visibility. Follow the workspace default, allow them to settle file charges, or do not allow it. The effective access label makes the result clear.
Save access to apply the change. The member list now reflects the request visibility you selected.
Reopen the settings whenever responsibilities change. Give each teammate the access they need, while keeping workspace administration with the owner.