Inviting your team

Transfers workspaces are designed for teams. This page covers how to invite teammates and where invitations live.

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Inviting a teammate

1. Open Settings → Users from the sidebar.
2. Click + Invite User at the top right.
3. Enter the teammate's email address.
4. Click Invite.

The teammate receives an email with a link to set up their own account. Until they accept, the invitation lives under the Invitations tab.

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Active Users and Invitations

The Users page has two tabs:

• Active Users — every teammate who has accepted their invitation and now has access to the workspace.
• Invitations — pending invitations. Use this tab to verify a teammate received their invite or to resend.

You can search either list, sort by name or email, and toggle visible columns from the Columns dropdown.

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Removing a teammate

To remove a teammate's access, open their row in the Active Users list and use the row's actions. Removing them does not delete the work they did — packages they created, courses they approved, and reports they downloaded all remain in your workspace.

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Next steps

• Organization settings
• Support