How do I add my team to Splinde?

Invite your colleagues from Settings: add their email addresses, choose a role for each, and send. Each person gets an email, clicks the button in it, and lands in your workspace ready to work.

Inviting is done by a workspace Admin. You can invite the whole team in one go.

Invite people

1. Click the workspace name at the top of the sidebar and open Settings.

2. Under Administration, open Team.

3. Click Invite new Member. The Invite Team Members window opens.

4. Type the first email address. A new empty row appears as soon as the address is complete, so you can carry on down the list.

5. Choose Editor or Admin for each person.

6. Click Send Invitations.

Each invitation shows under Invited on the Team panel, with the role you chose, until the person joins. Then they move to Active.

What your colleague does

They open the email, click the button, and sign in or create their Splinde account with the address you invited. The workspace is waiting for them.

Choose the right role

• Editor for people who build and price budgets.

• Admin for the people who also manage the team and billing.

Then add each person to the Projects they work on. A budget inside a Project is visible to that Project's members, which is how you keep freelancers to their own jobs.

Good to know

• Every member and every sent invitation uses a seat from your plan. Admins see the count in Plan & billing.

• Invite with the address the person uses for work, since that is the address they sign in with.

• Invite several people in one go. Each row of the window takes one address, so a whole crew can go out together.

Related

• I was invited. How do I join the workspace?

• I'm adding people to the workspace. Who should be an Editor and who an Admin?

• My team is four people plus whoever is freelancing. How do seats work?

• How do I make sure freelancers only see their own project?