Team Management
Invite teammates by email and pick the role that fits — they choose a password when they accept, and stay listed as pending until they do.
Updated
Team Management is where workspace Administrators add people to their ApproveThis workspace and decide what each person can do. You invite a teammate by email and assign one of the available roles — Administrator, Manager, User, Read-Only, Requester, or External Approver — and they set their own password when they accept. Until they accept, they stay listed as pending, so you can always see who hasn't joined yet. Team Management is available on all tiers.
Who this is for: admin.
Invite a teammate and choose their role
When someone new joins and needs to submit or approve requests, this is how you get them into the workspace with the right level of access from the start. You'll need to be signed in as an Administrator; the invitee chooses their own password on acceptance, so you never set or share one.
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Sign in as an Administrator.
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Enter the work email address of the person you're inviting in Email address — the example uses
jordan.mills@example.com.
Step 2 -
Choose the role that matches what this person needs to do in the workspace — in the example, Manager role is selected.
Step 3 -
Click Send invitation.
Step 4
The invitee appears under Pending invitations and stays there until they accept and choose a password.