Invite your team

Invite your teammates to collaborate workspace

Invite new workspace members

  1. Go to Settings > Members

  2. Invite new members by selecting "Invite people" and follow the invite process

Note: On the free plan, all users are admins and subsequently have full access to the workspace. If you want admin-controls and to invite view-only users, you can do so with any of our paid plans.

Managing workspace members

You can add, remove, and edit permissions of workspace members on the workspace settings > members page (https://app.getcustomeriq.com/settings/members).

Each new member will be prompted to set up the CustomerIQ Meeting Assistant, let's walk through those steps next.

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