Inviting People Into Your Workspace

Workspace owners & co-owners can invite people into their workspace via settings > members & access control.  Just click the +Member button: 

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're not sure which access level is appropriate, read more detail in our Member Access Levels & Privileges help article.)  

If you choose the 'restricted member' access level, your next step is to select the specific 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.