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How to invite members to your workspace? 

You can invite members to your WebWork workspace in several ways—email, bulk invite, copy and send the link, and by integration.

 

1. Invite by Email

Best for adding a few members manually with specific roles or teams.
  1. Go to Members > People
  2. Click Invite in the top-right corner
    WebWork Tracker Members Page
  3. Select By email
    WebWork Tracker Invite Members By Email
  4. Enter the member’s Email Address
  5. Choose their Member Type and, optionally, assign them to a Team or a Project
  6. To add more members, click Add Email and Invite
    WebWork Tracker Invite Members Add Email
 

2. Bulk Invite

This method is ideal if you want to add a large number of members at once.

WebWork Tracker Invite Members Bulk Invite
  1. Upload your file (CSV, XLSX, or XLS)
  2. To see an example of the file, see our template 
  3. Include the following in the file:
    • First Name
    • Last Name
    • Email Address
    • Role 
    WebWork Tracker Invite Members Bulk Invite Template

  4. Click Invite to send invitations
 

3. Copy Invite Link 

Perfect for quickly sharing access without entering emails manually.

  1. In the invite options, select Copy Link
  2. Share this link with your members
  3. When they click the link, they will be taken to a sign-up page to create their account and join your workspace
WebWork Tracker Invite Members Copy Link
 

4. Invite via Integrations 

You can also invite members directly from other platforms through integrations.
 
Great if you want to import members directly from tools your team already uses.
WebWork Tracker Invite Members By Integration
 
  • Currently, the Invite page allows integrations with Google Workspace and Slack.
  • Other integrations within WebWork also allow you to import members.

For more details, see our Integrations Help Page.
 

Custom Fields 

You can also add custom fields to your existing members and set up all the necessary parameters and details for them. To do this, simply click on the member and go to Custom Fields section. Then click on the plus button next to Create a new field.

After clicking on it you can decide whether you want the field to be a text field, number, dropdown, or a checkbox. By creating the field it will appear in all the members info panel that exist in your workspace, not just this one specific member. To know more about Custom Fields go to the following article: Custom Fields Article