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Add/invite new member to team

Invite a new member to your team

To invite new members to your team, click the Invite button on the top navigation bar. You will have two options to invite members:

Invite with email

  • Click the Invite with Email option.
  • Add one or more email addresses of the members you want to invite.
  • Set the access level for each member (Member, Admin, or Team Lead).
  • Click Send Invitation.
  • Invited members will receive an invitation email and can join the team by completing the sign-up process.
  • Click the Invite with Link option.
  • Click the Create Link button to generate an invite link.
  • Copy the generated link and share it with others through any preferred method (email, messaging apps, etc.).
  • Anyone with the link can join the team by signing up if they don’t have a Worklenz account, or by signing in with their existing Worklenz account.

Note: Members will be added to the currently active team, which is shown on the top menu bar on the right side. The active team is marked with a green check mark in the team dropdown.

You can also add members to your team via Settings > Team Members > Add New Member. See Create new team/workspace for more details.