Inviting People Into Your Workspace

Workspace owners & co-owners can invite people into a workspace from either:

• members > member list > invite team members, or
• members > access and portal control > +member (the button at the bottom left)
  

Step 1: enter the email address(es) 

Step 2:  choose the access level for this new person.  

If you choose anything other than 'restricted member', you can finish by clicking Send Invitations. 

If you choose the 'restricted member' access level, your next step is to select the specific clients and projects that you want this person to have access to. Then finish by clicking Send Invitations.

Note: if you are beyond your trial period and the people you are inviting will put you over your paid seat count, you will see a "proceed to checkout" button instead of the "send" button.   The emails will be sent when you complete the billing screen to purchase the appropriate number of new seats.  

Each person will receive an email inviting them to create a unique LiquidPlanner sign-in.  After completing the activation process, they will become an active member of your workspace.