Invite teammates and choose access

Choose access before entering an email

WRKZY labels the normal customer-work role Member in Settings. Member is the recommended default. An Admin can manage workspace settings and access. Owner has full workspace control and is transferred only to an active member through a deliberate ownership change.

Add an existing organization member

1. Open Settings → Members and select Add member.
2. Under Existing organization member, choose the person.
3. Choose Member unless administrative responsibility is documented.
4. Select Add existing member.
5. Search the team-access table and confirm status and role.
6. Ask the person to switch to this workspace and confirm only expected areas are visible.

Invite someone new

1. Under Invite someone new by email, enter the work address.
2. Select Member or, only when required, Admin.
3. Select Send invitation.
4. Check the result: WRKZY distinguishes Invite email sent, Invite saved, email not sent, and Invite saved, email failed.
5. If needed, use the invitation menu to Resend invitation.
6. Remove an invitation that is no longer valid.

An invitation record can exist even when email delivery failed. Do not create repeated invitations without checking the pending row.

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Manage existing access

Filter Members by Active, Invited, or Disabled. Owners and Admins cannot change their own membership through the same member action, which protects against accidental lockout. Before disabling someone, reassign their open conversations, deals, follow-ups, automation ownership, inbox roles, and approval responsibilities.

Ownership transfer is not a casual promotion. Confirm the target is active, briefed, MFA-ready, and able to manage billing and security escalation.

Verify least privilege

Sign in or ask the teammate to verify the role from Your access. Check team-inbox visibility separately; workspace membership does not mean access to every restricted inbox.

Recovery

For invitation trouble, confirm exact normalized email, pending status, delivery result, and whether the person already belongs to the organization. For unexpected access, disable the membership if safe, preserve the change time, and review Settings change history and owner-only session audit where appropriate.