Invite your colleagues

1. 1Open Invite Your Team in the setup wizard, or the users page in the admin area.
2. 2Enter the address — colleague@company.com
3. 3Click Invite.

Send an email invitation to your colleagues. They'll get a link to join your workspace. You can always invite more people later from Settings.

They get an email titled You're invited to join {{team}} on DealJourney with an Accept invitation button. Clicking it lets them set a password and land in your workspace.

If the email does not arrive, the invitation still exists. The app gives you the link directly — Invitation created, but the email could not be sent. Copy this link to share manually: {{link}} — so you can paste it into a chat message instead. That link is personal to them; do not post it somewhere public.

Otherwise it is almost always the spam folder, or a typo in the address. Both are visible from the users list, where pending invitations are shown separately from people who have actually joined.

Roles come after. An invitation gets someone in; what they can see and change is decided by their role, and it is worth setting deliberately rather than leaving everyone as an administrator. See Add users and set what they can do.

Teams are a separate thing from roles — they decide whose records and hours people can see, and are also how work gets routed. See Set up teams.

Working solo? No worries — just skip this step. You can invite people at any time from settings; nothing about the workspace has to be redone.