Configure your team

Structure your team: roles, permissions, access. Configure in Settings > Teammates. Workspace name and general settings: Settings > General.

Configure your team

Joinways is built for teamwork. You can invite teammates to your workspace, assign them a role and control what they can access.

Roles

Three roles are available:

Owner — full access to the entire workspace, including billing, integrations and member management. Only the primary owner can access general workspace settings.
Admin — same access as owner except general settings. Can manage members and integrations.
Member — access to core features (Leads, Events, Tasks, People, Companies, Reports) but not admin settings (billing, integrations, members). Can access venues and their profile.

Invite a member

Go to Settings > Members.
Click Invite a member.
Enter the email address, first name, and last name of the person you want to invite.
Send the invitation.

💡 Invited members join as Member by default. You can change their role after they accept the invitation from Settings > Members.

The invitee receives an email with a link to join the workspace. Their access is active as soon as they accept.

Manage access

From Settings > Members, you can:

Change a member's role.
Remove a member from the workspace.
View pending invitations.

Role guide

Choosing the right role for each member is essential for security and efficiency. Joinways offers several access levels that you can assign based on each person's responsibilities.

Owner — full access, subscription management, adding/removing members. Reserved for the manager or main person in charge.
Member — access to events, quotes, contacts, and tasks. Cannot manage billing or venue settings.

Onboarding a new team member

When a new member joins the team, guide them to get operational quickly. Invite them from team settings, ask them to connect their email account, and assign a few ongoing events so they can familiarize themselves with the interface.

Send the invitation by email from Settings > Team
Ask the new member to connect their email (Gmail or Outlook)
Assign 2-3 existing events for hands-on practice
Schedule a short 15-minute session to show the main features

💡 Send the Quickstart Guide link to the new member so they can learn independently.

Best practices

Define roles before inviting team members. This ensures everyone has the right level of access from day one. Use the 'Admin' role sparingly — most team members only need 'Member' access for their daily work.

💡 Invite your team after setting up venues and integrations. This way, everything is ready when they first log in.

Troubleshooting

Invitation not received?

Check the invitee's spam/junk folder. You can resend the invitation from Settings > Members. Make sure the email address is spelled correctly.

Member can't access certain venues?

Venue access depends on the member's role and permissions. Check the role configuration in Settings > Members and adjust if needed.

FAQ

How many members can I invite?

The number of members depends on your plan. See the Plans and pricing page for details.

Can a member see quotes and finances?

Yes, members have access to events and their quotes. However, they don't have access to workspace billing settings.

Can I change a member's role after inviting them?

Yes. Go to Settings > Members, click on the member, and update their role. Changes take effect immediately.