> ## Documentation Index
> Fetch the complete documentation index at: https://help.askfunnel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite a teammate or client to a workspace

> Send an email invitation and choose what your teammate or client can do in a workspace.

Invite a teammate, employee, partner or client by email. They get a link to join, and the role you pick decides what they can do.

**Before you start**, you need:

* A Global Admin role, or a Workspace Admin role for your own workspace. Only Global Admins can invite Global Admins. Workspace Admins can invite Workspace Admins, Content Editors and Contacts Managers to their own workspace.
* The exact email address of the person. They must accept with the same address you invited.
* A free team seat, if the role uses one. See [Team seats](/workspaces/team-seats).

## Choose a role

| Role | What they can do | Team seat |
| - | - | - |
| **Global Admin** | Full control across every workspace, your plan and your team. | Counted |
| **Workspace Admin** | Runs one workspace: its funnels, leads and invitations. | Counted |
| **Content Editor** | Designs and publishes funnels. No access to lead data. | Counted |
| **Contacts Manager** | Manages leads and sees analytics. Cannot edit funnels. | Free |

When you invite a client who only needs to see their results, choose **Contacts Manager**. See [What a Contacts Manager can see and do](/workspaces/contacts-manager).

## Important to note

<Warning>
  * An invitation link works for 7 days. You can [resend or cancel it](/workspaces/pending-invites).
  * If the role uses a team seat, the seat is reserved as soon as you send the invitation.
</Warning>

## Send an invitation

<Steps>
  <Step title="Open Members and click Invite teammate">
    1. Click your profile picture in the top right corner, then click **"Members"**.
    2. Click **"Invite teammate"**.

    <img src="https://mintcdn.com/askfunnel/cSURbWHQtD15itC8/images/workspaces/give-access/avatar-menu.png?fit=max&auto=format&n=cSURbWHQtD15itC8&q=85&s=66540660ed91ee449970947956864b4e" alt="The menu under your profile picture with Members highlighted" width="1100" height="1130" data-path="images/workspaces/give-access/avatar-menu.png" />

    <img src="https://mintcdn.com/askfunnel/cSURbWHQtD15itC8/images/workspaces/give-access/members-page.png?fit=max&auto=format&n=cSURbWHQtD15itC8&q=85&s=957d31433a104349548c981f12679912" alt="The Members page with the Invite teammate button highlighted" width="2000" height="1146" loading="lazy" data-path="images/workspaces/give-access/members-page.png" />

    <Note>
      **Workspace Admins:** Click the **...** menu on the workspace card, then **"Workspace settings"**, then **Members**, and click **"Invite member"**. The workspace is already selected.
    </Note>
  </Step>

  <Step title="Fill in the invitation">
    1. **Email address:** Enter the exact email of the person you are inviting.
    2. **Role:** Choose a role. Click **"What do these mean?"** for a short guide.
    3. **Workspace:** Choose the workspace they should join. You do not pick one for a Global Admin, because Global Admins have access to every workspace.

    <img src="https://mintcdn.com/askfunnel/cSURbWHQtD15itC8/images/workspaces/give-access/invite-form.png?fit=max&auto=format&n=cSURbWHQtD15itC8&q=85&s=529ae35be9eb8128bb044a97a1d345c1" alt="The Invite a teammate window with an email address, the Content Editor role and the Summit Realty Group workspace filled in" width="1470" height="1062" loading="lazy" data-path="images/workspaces/give-access/invite-form.png" />
  </Step>

  <Step title="Send the invitation">
    Click **"Send invite"**. You see a message such as "Invitation sent to [sofia.alvarez@example.com](mailto:sofia.alvarez@example.com)." The invitation appears in the **Pending invites** tab.
  </Step>
</Steps>

## What your teammate does

1. They receive an email with the subject **You've been invited to** followed by your organization name. It has an **"Accept invitation"** button.
2. On the page that opens, they see their role and workspace. They click **"Accept & sign in"**, or **"Accept invitation"** if they are already signed in.
3. They land on **Your workspaces**, where they see the workspace you added them to.

## Give an existing member access to another workspace

1. Open **Members** and click **"Manage access"** on the person's row.
2. Under **Add to another workspace**, choose the workspace and a role, then click **"Add"**.

No email is sent, and the change applies right away. To take away access, click **"Remove"** next to a workspace in the same window.

## Make someone a Global Admin

Open **Members**, click the **...** menu on the person's row, and click **"Promote to Global Admin"**. Confirm with **"Promote"**. They get full access to every workspace, plus your plan and team settings.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I do not see Members in the menu">
    Only Global Admins see **Members** in the profile menu. If you are a Workspace Admin, invite people from **Workspace settings**, then **Members**.
  </Accordion>

  <Accordion title="I see that I have reached my plan limit">
    Content Editors, Workspace Admins and Global Admins use a seat. Free a seat, add seats or upgrade your plan. See [Team seats](/workspaces/team-seats). You can still invite Contacts Managers.
  </Accordion>

  <Accordion title="I see that I sent too many invites in the last hour">
    AskFunnel limits how many invitations and resends you can send in an hour. Wait a little and try again.
  </Accordion>

  <Accordion title="My teammate did not get the email">
    Ask them to check their spam folder and confirm the address is right. Then open the **Pending invites** tab and click **"Resend"**. See [Resend or cancel a pending invite](/workspaces/pending-invites).
  </Accordion>

  <Accordion title="My teammate already has an AskFunnel account">
    They can accept with the same email address. If they are already a member of another organization, they must leave that organization first.
  </Accordion>
</AccordionGroup>

## What to do next

<Columns cols={3}>
  <Card title="Resend or cancel a pending invite" icon="paper-plane" href="/workspaces/pending-invites">
    Check who has not accepted yet.
  </Card>

  <Card title="Team seats" icon="chair" href="/workspaces/team-seats">
    See which roles use a seat and how to add more.
  </Card>

  <Card title="What a Contacts Manager can see and do" icon="users" href="/workspaces/contacts-manager">
    Give clients their leads without letting them edit funnels.
  </Card>
</Columns>

Need help? Email [support@askfunnel.com](mailto:support@askfunnel.com).