Invite your team

Send an email invitation from Settings so teammates can join your workspace.

Updated 27 Oct 2026 · Admin

On this page

What you'll need

An owner or admin role in the workspace. Members and viewers do not see invitations.

Open the Members tab
In the sidebar, choose Settings, then the Members tab.
Choose Invite member
Choose Invite member, beside the member count in the Active section.
Enter their details
In the Invite a teammate dialog, enter the teammate's Email and choose a Role.
Warning
If the dialog says This workspace is at seat capacity. Please contact your administrator., every seat is taken. Pending invitations count as seats. An owner or admin changes seats on the Billing tab, as Change your plan or cancel explains.
Note
If your workspace limits joining to a company email, the dialog says which domains are accepted, such as @acme.example. Verify your company domain in Workspace settings first, or turn the restriction off.
Send the invitation
Choose Send invitation. The dialog confirms that the email was accepted for delivery, and says how many days the invitation lasts. Your teammate still needs to accept it.
Check the invitation
Under Invitations, the person shows as Pending with an expiry date. Use Resend email if they cannot find the message.
Tip
If the email could not be sent, the invitation is still saved. Use Resend email on the pending invitation rather than creating a second one.

Result: your teammate appears under Invitations as Pending, and under the active members once they accept.

How do I add staff or employees to the workspace?

Invite them from Settings, then Members. Each person receives an email invitation and joins your workspace when they accept it.

What does a teammate do after accepting?

They link their own WhatsApp number and connect their own CRM account, both from the Connections page.

Can I see who has linked WhatsApp?

Yes. As an admin you see a WhatsApp column on the Members tab that reads Confirmed or Not connected for each person.

Can someone be in two workspaces?

No. A RareMachine account belongs to one workspace, and colleagues join yours by invitation.