This guide is for owners and admins who need to bring team members into the organization. Owners can invite anyone and assign any role. Admins can invite new members and assign Manager or Member roles.
If you have not set up your organization yet (name, logo, description), complete the Setting Up Your Organization guide first.
By the end of this guide, you will have invited your team members, assigned them appropriate roles, and created at least one department to organize your team's knowledge.
Start an Invitation
Click the Invite Member button at the top of the Team Management page. An invitation dialog will appear where you can enter email addresses and select a role.
Enter Email Addresses
Type or paste an email address into the Email field. You can invite multiple people at once by adding additional email addresses. Each person will receive their own invitation email.
Assign a Role
Select a role from the Role dropdown. The four available roles are Owner, Admin, Manager, and Member. See the "Understanding Roles" section below for details on each.
For most team members, Member is the right choice. Promote to Manager or Admin as needed once they are familiar with the platform.
Click Send Invitation. The invitee will receive an email with a link to join your organization.
Create Your First Department
Departments group team members and their knowledge together. Documents uploaded to a department are scoped to that team.
On the Team Management page, find the Departments section. Click Create Department and give it a name (e.g., "Engineering", "Sales", "Support"). Optionally add a description.
Assign Members to Departments
Click on a department to open its detail view, then click Add Members and select the team members who belong to this department.
Members can belong to multiple departments. A person in both "Engineering" and "DevOps" will see content from both.