How to Invite a Team Member to Simpu
Overview
To collaborate effectively on Simpu, you'll need to invite your team members. Follow these simple steps to add new members to your workspace.
Steps:
Access Your Profile:
![](https://support.simpu.co/galleryDocuments/edbsn037475a92395d089eafde0a03ac4768b43ef5f9d7a0371182651be530c24caf064b8e54501eb9f773a7ad8ce3b6fd92b?inline=true)
- Locate your profile icon in the top right corner of your Simpu dashboard.
- Click on the profile icon to open a dropdown menu.
Open Settings:
![](https://support.simpu.co/galleryDocuments/edbsn04db1a9722f618c2aa4d02d478f59ccb11b6d23af26ad9a6f94f0953e591b1bdf9ecefc7bc17b4f4509070d03103da84?inline=true)
- From the dropdown menu, select "Settings". This will take you to your account settings page.
Navigate to Members:
![](https://support.simpu.co/galleryDocuments/edbsn05fb2deaf8307969c6424e6f7a44e3ec49508bc3e8e01b6ab9fdbced60e4d1d44555be218efe7472416741c30f4db7bd?inline=true)
- On the left-hand side of the settings page, you'll find a sidebar menu.
- Click on the "Members" option to access the team member management section.
Invite New Members:
![](https://support.simpu.co/galleryDocuments/edbsn3fa01777a7ded3acb5c7d9ce0194118358da4da4cc196d3aeb40b2c5162f406be8e224275f15fb46b4d6108a981925fc?inline=true)
- Once you're on the Members page, look for the "Invite Member" button. Click on it to initiate the invitation process.
Enter Member Details:
- You'll be prompted to enter the email addresses of the team members you want to invite.
- For each member, select their appropriate role:
- Admin: Full access to manage the team and its settings.
- Member: Standard access to collaborate and use Simpu features.
- Guest: Limited access, typically for viewing or contributing specific information.
Send Invitations:
- After entering the email addresses and selecting roles, click the "Invite" button.
- Invitation emails will be sent to the specified email addresses.
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