Invite a New Team Member to Join your Workspace

Joining a Workspace

With TimelinesAI, you can invite your team members to the workspace and efficiently manage your WhatsApp inbox together. This is also one of the best solutions for geographically distributed teams.

Once you invite a teammate, they will be able to view, reply, and manage all the chats that arrive to your inbox.

Inviting a team member

To invite a team member to join your workspace:

Go to the Team menu tab
Click on the green "Invite" button
Click on the drop-down menu "Select role" and choose the role you want for the new team member
Type the your team member's email address, within the text box "Email addresses"
Click on the "Send" button



You'll see the status of the invitation and the selected role of the invitee
You may change the role of your team member(s) by clicking on the drop-down menu that's under the "Role" column. Select the role you'd like and then, save it by clicking on the floppy disk icon.

Note: Learn the difference between roles, by reviewing this article: Roles for managing your Shared Inbox at TimelinesAI

Status of the Invitation

There can be different invitation statuses:

Invitation sent: The invitation email was sent to the provided email address and is awaiting confirmation from the side of the invitee
Invitation expired: The invitation email was sent to the provided email address; the invitee did not confirm in time and thus, the invitation expired
Active: The invitee has accepted the invitation, by following the steps within the invitation email, and is now an active Teammate/Collaborator in your workspace

Updated on: 17/03/2023