OLD: How to Invite New Members and establish roles within a Workspace

Personal

  1. 1. Go to your Workspaces homepage

    Go to your Workspaces homepage

  2. 2. Click on the Workspace you want to invite Members to

    Click on the Workspace you want to invite Members to

  3. 3. Click on Settings & members

    Click on Settings & members

  4. 4. Click on Members

    Click on Members

  5. 5. Click on Invite Members

    Click on Invite Members

  6. 6. Include the email of the Member you wish to invite

    Include the email of the Member you wish to invite

  7. 7. Select the role for the New Workspace Member

    • Creator is recommended for individuals getting started as contributors or viewers (free account), Enterprise Workspaces do not support free accounts.
      Creator Pro is recommended for individuals creating Workflows from programs across their desktop as well as needing advanced image editing and PDF branding (paid account)

    • Creator Pro (Admin) allows individuals to control Workspace permissions and billing (paid account)

    • Sidekick is a view only role with full access to a Workspace on invite. Sidekicks have access to Guidance, but cannot create a Tango.

    Select the role for the New Workspace Member

  8. 8. Click on Save new role to start the prorate Tango Pro subscription

    If you are upgrading a current Workspace member or adding a new Pro subscription, the new subscription will align with the current monthly or annual subscription window and prorated accordingly

    Enterprise teams have an established subscription count and won't see the message below.

    Click on Save new role to start the prorate Tango Pro subscription

  9. 9. Click on Invite

    Click on Invite