ConversionOS
Help Center

Invite teammates and set roles

Give your team the right access.

Start here

Invite teammates so everyone can work in the same workspace.

Team invite form with role selector
  1. Open Team

    Go to Team in the dashboard sidebar.

  2. Add an invite

    Enter an email and choose a role.

  3. Set product access

    Pick which products they can view or edit.

  4. Send or share the invite link

    You can also resend invites later.

Tip

Admins get full access. Members can be limited per product.