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Invite your team

By the end of this guide, your team members will have accounts and the right level of access for their role.

What you'll need before you start

  • Owner or Administrator access to your Engine Awesome workspace.
  • The email addresses of the people you want to invite.

Step 1: Go to Team Settings

  1. Click Settings in the left menu.
  2. Click Team.

Step 2: Choose the right role for each person

Before you send invites, decide which role fits each person. Roles control what someone can see and do inside Engine Awesome.

Role What they can do Best for
View Only View records only. Cannot create, edit, or delete anything. Stakeholders who need visibility but shouldn't change data.
Update Only Edit existing records. Cannot create or delete. Staff who update information but shouldn't add or remove records.
Member Access determined by your app's layout configuration. Most frontline staff — tailor their access through layouts.
Manager Create, edit, and delete records. Team leads who manage day-to-day data.
Administrator Everything a Manager can do, plus configure Object Types, layouts, and appearance. Power users responsible for maintaining the workspace setup.
Owner Full access, including billing and permanently deleting data. The person accountable for the account. Limit to one or two people.
Billing Manager Access to the billing portal only. No data access. Finance or operations staff who manage invoices and payments.
Start people at a lower-access role. It's easy to increase their role later, and harder to undo the damage from over-permissioning.

Step 3: Send the invite

  1. Scroll to the Team Members section.
  2. Click Invite Team Member.
  3. Enter their email address.

Important: Email addresses are case-sensitive. For example, MYEMAIL@email.com and myemail@email.com would be treated as different login credentials. It is best to decide on a single format for your team’s login emails, such as all lowercase, and use it consistently.

  1. Select a role from the dropdown.
  2. Click Send Invite.

They will receive an email with a link to join your workspace.

The invite link expires. Ask your new team member to click it as soon as they receive the email. If it expires, go back to Team Settings, remove their entry, and send a new invite.

Step 4: Confirm they're in

Once they accept, their name appears in the Team Members list with the role you assigned.

What to do next

← PreviousBuild your first applicationNext →Navigate the admin area