How do I add team members to my company account or workspace?

Gumshoe has two levels where you can add team members: your company account and your workspaces. Company account members have access to every workspace under the account. Workspace members have access only to the specific workspace to which they were invited. When in doubt, invite someone to a specific workspace rather than the full company account.

How do I add someone to my company account?

1. Click the dropdown menu in the top left of Gumshoe.
2. Click Settings to the right of your company account name.
3. Under Account settings, click Team.
4. Click New Invitation.
5. Enter the teammate's email address, then select their role (Admin or Member).
6. Click Send.

How do I add someone to a specific workspace?

1. Click the dropdown menu in the top left of Gumshoe.
2. Click the gear icon to the right of the workspace you want to manage.
3. Under Manage workspace, click Team.
4. Click New Invitation.
5. Enter the teammate's email address and select their role (Viewer, Member, or Admin).
6. Click Send.

What happens after I send an invitation?

Your teammate will receive an email to accept the invitation. If they don't have a Gumshoe account yet, they'll be prompted to create one. Tell them to expect the email and to use their business email when signing up.

Who can send invitations?

Only Admins can send invitations: company account Admins at the account level, workspace Admins at the workspace level. Members and Viewers don't see the invite option. If you don't see it, check your role for that workspace or account.

For a full breakdown of what each role can do, see: What are the team member roles in Gumshoe?