Collaborating

Admin: Team Management

Invite and manage team members and roles

Invite and manage team members and roles

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Last Updated on January 21, 2026

Add your colleagues so they can start uploading and reviewing content.

How to Get There

  1. Click Settings in the left sidebar.

  2. Select Team.

Adding a Team Member

  1. Click Invite New Team Member.

  2. Enter their email address.

  3. Choose their role:

Role

What they can do

Admin

Everything — settings, billing, team management, all content

Member

Upload, scan, submit for approval, review, comment

4. Click Send Invitation.

They'll receive an email to join your workspace.

💡 Start with a small pilot group. Get feedback, then roll out to the full team.