Step 4: Invite your team

Invite your teammates to collaborate workspace

By inviting your team to your workspace you can begin to capture all their conversations (we'll walk through setting up the Meeting Assistant next), providing CustomerIQ with the context needed to automate your CRM and extract invaluable insights.

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.