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How to add a teammate to a workgroup

Assign or add users and team members to workgroups.

Written by Liz Splain

Make the most of molti by collaborating with your team! 👏 

❗ But don't forget - all workgroup invitations must be requested or approved by a company level administrator.  You must be, at minimum, a workgroup admin to make the invitation request.

To add a teammate to a workgroup:

  1. Confirm you are in the workgroup you want to invite teammates to.

  2. Open the Setup Menu  from the left side menu.

  3. Locate Users and select Proceed .

  4. Select + Invite User and a pop-up window will open.

  5. To invite a user to the workgroup (this will give them access to all projects, forms, uploads, etc... stored in the workgroup) confirm Company Rights  is highlighted.  Then enter their email address, select the Role you want them to have and select Invite .

  6. If you are a workgroup admin, the invitation will go to the company admin for approval.  If you ware a company admin, the invitation will be automatically approved.

To learn more about Roles check out this article!

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