Invite your team

Ask your workspace admin to open Settings → Team and start a new invitation.

Send an invitation

1. Enter the teammate’s work email.
2. Choose their role based on the access they need.
3. Select Invite User. They’ll receive an email with a link to join your organization.

Check the email address before sending the invitation. The recipient should join through the invitation email and complete their account setup.

Choose the right access

Choose access based on what the person needs to do. Someone who only needs to view information should have different access from someone responsible for managing the workspace.

If you are unsure which role to choose, confirm the person’s responsibilities with your workspace admin. Decide whether they need to review information, work on relationships, or manage the workspace.

Check available seats

If Cenara shows that all paid seats are in use, review the available seats in Billing before inviting another paid member.

If the invitation does not arrive

If an invitation hasn’t arrived, check the email address and ask the recipient to look in their spam folder.

Confirm that the address matches the one your teammate intends to use for work. If the address is correct and the email still has not arrived, contact support with the recipient’s work email and when the invitation was sent.