Inviting someone gives them access to one workspace, with the role you choose. If they are not yet in your company, accepting adds them to it as a member. Invite them separately to each workspace they need.

Who can do this

  • Workspace role: Admin. Editors and viewers see the Members page without the invite row.
  • Plan: Starter and above. On Free the page says "The Free plan is for one person, so nobody else can be invited."
  • Seats: Starter has 5, Pro 25, Enterprise no limit. When every seat is taken the invite row is replaced by a note, and the owner also sees See plans.

Steps

  1. Select your avatar at the top right, then Settings.
  2. Under Workspace, select Members. The line at the top shows the seats, for example "3 of 5 seats used".
  3. In Invite someone, type their email address — for example asha@consulace.com.
  4. In Role, choose Admin, Editor or Viewer. Editor is chosen for you.
    • Admin — manages the workspace and its people.
    • Editor — builds and runs workflows, and manages connections.
    • Viewer — looks at workflows and runs and changes nothing.
  5. Select Send invitation. The button shows Sending.

The message Invitation sent says "asha@consulace.com has 7 days to accept." The address appears under Pending invitations, with the role and "Expires in 7 days".

What happens next

  • They get an email with the subject "Consulace invited you to Bizomate", showing the workspace, their role and how many workflows it has, and a Join Consulace button. The link works for 7 days.
  • If they already have a Bizomate account, the invitation also appears in their notification centre under Needs you ("Rohan Mehta invited you to Consulace"), and on a screen of its own the next time they sign in.
  • If they do not have an account, the link asks for their name and a password, then sets up two-factor before they come in.
  • When they accept, the workspace's admins are told in the notification centre: "Asha Raghunathan joined Consulace — As an editor, from an invitation Rohan sent." They move from Pending invitations to the members list.
  • If they decline, the invitation stays on your list marked Declined, and its seat is free again.

Good to know

  • Seats are counted across the company. Someone in three workspaces is one seat. Every invitation that has not been accepted, declined or cancelled, and has not expired, holds a seat too.
  • Inviting the same address again replaces the first invitation. The old link stops working, and the replacement does not take a second seat.
  • Being invited to a workspace makes someone a company Member, never a company admin.
  • You can also invite up to 20 people while creating the company's first workspace; they are invited as editors.
  • The email is sent from Bizomate. If it does not arrive, ask them to check spam, then use Resend.

If something goes wrong

What you see Why What to do
Enter an email address. Invite someone is empty. Type their address.
Enter a valid email address. The address is not complete, for example it has no @. Correct it and send again.
That person is already in this workspace. They are a member already. Nothing to do. To change what they can do, change their role in the list.
Your plan allows 5 members. Upgrade to add more. Members and open invitations fill every seat. Remove someone, cancel an invitation, or ask the owner to move to a bigger plan.
All 5 seats are in use on the Starter plan. Remove someone or cancel an invitation to free one. The same, said before you type. As above.
The Free plan is for one person, so nobody else can be invited. Free has one seat. The owner can move to Starter or above on Plan and billing.
Invitation made, but the email did not go The invitation exists but the email could not be sent. Select Resend on its row under Pending invitations.