Your ability to invite other people to your workspace depends on your role in Kountable.
Who can use this feature?
Owners and Admins
Learn more about types of roles in Kountable.
- Click the Settings gear icon in the lower left corner of the workspace to access Organization Settings. Next, click Team under Team and Security.
- Click Add new.
- Enter an Email ID to look up the user, then select a User Type from the drop down menu. Press invite to continue. *Please note: We suggest using the email address your team member uses at work. A single user can be associated with multiple organizations, in which case their already existing account will be added.
- Input your team member’s full name. Select their position and job function from the drop down menus. Indicate whether or not they are a shareholder or a primary contact. Then, press Invite.
- The invited member will receive an email invitation and their status will change to "Invited”. Once they accept the invitation, their status will change to “Active”.
*Invitations expire after 14 days. Learn how to resend an invitation.