Inviting Your Team and Assigning Roles

Inviting your team and assigning roles

You can invite team members either directly during onboarding or at any time later via the settings. When inviting, you provide an email address, a name, and a role – the role determines what the person can do in the workspace.

Where can I invite team members?

There are two ways:

Option A: During onboarding

At the end of onboarding, you can add team members directly.

Option B: Later in the settings (workspace)

You can find the invitation at any time under:

Settings → Workspace → Members

ℹ️ Important: Organization members are not automatically members of a specific workspace.

However, when you invite someone to a workspace, that person is added as an organization member in the process.

How to invite team members (step by step)

Go to the invitation form (onboarding or settings).
Enter the email address and name of the person you want to invite.
Select the appropriate role.
(Optional) Click Add more to invite several people.
The invited person then receives an email to sign up for KNOWYOURCHAT.

Roles explained

Roles can vary slightly depending on your plan/setup. The logic is always: the higher the role, the more permissions.

Guest

Can view posts, comments, and statistics, but cannot create or edit content.

Ideal for clients or external stakeholders.

Author

Can create and edit posts and reply to comments.

Content must be approved by an editor before it is published.

Editor

Can create, edit, approve, and publish posts.

Can also review and approve content from other team members.

Admin

Full access to all features and settings.

Can manage team members, assign roles, and adjust workspace settings.

Best practices

Only grant Admin to people who really should manage settings and members.
Use Author + Editor if you want a clear review/approval process.
Use Guest if external people only need visibility.

Related pages

Need personal help? Email us at support@knowyourchat.de