How To Invite People to My Workspace

Whether you are a seasoned pro or just starting out with workspace management, understanding the ins and outs of inviting teammates is essential for seamless collaboration and productivity. So, let's get started!

The Importance of Inviting People to Your Workspace: Inviting people to your workspace is not just about adding team members; it's about fostering collaboration, sharing resources, and working towards common goals. By effectively inviting and managing teammates in your workspace, you can streamline communication, delegate tasks, and create a cohesive work environment.

Multiple Ways to Invite People: The script explores various methods to invite people to your workspace, emphasizing the simplicity and flexibility of the process. From adding members based on a workspace to sending out unlimited teammate invites, the options are tailored to suit different workspace dynamics and collaboration needs.

Managing Teammates and Workspace Privileges: Once teammates are invited, the script delves into the importance of managing member privileges and ensuring that everyone in the workspace has the necessary access and permissions. From renaming workspaces to removing members and setting up workspace-specific privileges, effective teammate management is crucial for optimal workflow.

Enhancing Collaboration with Automation and Shared Resources: The blog post highlights how inviting teammates to a workspace enables seamless sharing of resources, including automations and cloud hours. By sharing dedicated IPs, managing automations, and utilizing proxies for optimal run flows, teams can enhance collaboration and efficiency within the workspace.

Best Practices and Pro Tips: In addition to the technical aspects of inviting teammates, the script touches upon best practices and pro tips for ensuring smooth collaboration. From using proxies for consistent logins to rotating IPs and addressing potential issues with multiple social accounts, the blog post provides valuable insights for workspace administrators.

Conclusion: In conclusion, inviting people to your workspace is more than just a technical process; it's about building a strong team, fostering collaboration, and achieving collective success. By following the guidelines outlined in this blog post, you can effectively invite and manage teammates, streamline workflows, and create a dynamic workspace environment that promotes productivity and growth.

So there you have it, a comprehensive guide on how to invite people to your workspace. We hope this blog post has provided you with valuable insights and practical tips for enhancing collaboration within your workspace. Stay tuned for more tips and tricks on workspace management, and don't forget to share your experiences with inviting teammates in the comments below!

Thank you for reading and happy collaborating!

VIDEO TRANSCRIPT

Hey everybody, Jeremy Redman here, Founder Task Magic with Kyle. Hey Kyle. How's it going? We thought we're gonna make these quick. We're gonna make so many of these videos every day on explaining every little button setting and feature and how they work. overview starting with how to invite people to your workspace.

So Kyle, is there anything you would like to start with how to invite people to a workspace in your words? Nothing in particular. Terrific. Great value at great value. Ad. All right. So you see this, there's a couple of ways to do it. Correct. Kyle. Correct. So you can. Come here. Can you invite people this way?

Boom. So you can go to members, right? So if on the left sidebar, when you log in to the app, you can go members here. So like at each workspace, So, because I want to make this very clear, you add people based on a workspace, right? Okay. So when you add people and you invite team and on both the 500 and the 1, 000 plan right now, the way the plans are laid out, you get unlimited teammate invites?

Correct. Okay. So there's a couple of ways to invite people to a workspace. Here you have the people's circles, the icons for the people per workspace. So if you click any one of these icons, you will see the teammates that you, the team members that you've invited listed here, and you can quickly add people.

By just clicking inside of this box and typing Jeremy for, uh,

dot com, and then you click invite. And what happens if I hide this here, it sends invite, boom, invite sent to Jeremy plus four at task magic. com. And you'll see Jeremy plus four at task magic. com here. And this is how you also remove a member. So if you've invited someone once they accept the invitation, so we'll come to my email here.

And then we'll just, boom, Jeremy invited you to TaskMagic. Nice. Jeremy, Jeremy at TaskMagic. com invited you to their workspace on TaskMagic. That's it. Period. Okay. Open TaskMagic. Now, I joined TaskMagic with Jeremy. So Kyle, is this first and last name normally or what? Okay. So make it first and last name.

Okay. Remember, remember I told you to do that. I think it was name and I took first name there, but yeah. Yeah. So whatever. So here I have email, so I know who it is. I have name inside the, so they know that it's you, right? So they get an email, they go to open task magic and they'll fill out their information.

So you can invite unlimited teammates. Now, Kyle, so once they accept it, they will show up here and look, a third icon has appeared. So three people are invited to my workspace. All right. And then my workspace, you can change the name of workspace by hitting here, rename. Then here you can also check your members and do all the member privileges so you can click remove, invite new members, so on and so forth.

And Kyle, is there anything you'd like to add to that? That is it. You are set. Here, I'll give you this. Everybody, everybody in your workspace gets the same permissions that you do. So if you have apps and cloud, et cetera, then everybody in your workspace also has that inside of that workspace. Okay, great.

They have their own account. They don't get what you have in their own workspaces. If they don't have an account, but you invited them, they can't create their own workspaces. Correct. So they're invited per workspace, like I mentioned. And then if you have cloud hours. Or so that you can all share the same cloud hours.

So the owner can buy 100 cloud hours, right? And it can be shared between all of those people. So you just use that same amount of cloud hours. But if the member you invited. To a certain workspace wants to create their own. They have to be a paid account. Correct. Kyle. Correct. Also user permissions. So say you have a workflow inside of your workspace that you invited them to that you don't want them to see certain.

Automations. They want it. You want to make them private for you. We have this lock here, so you can lock an automation. So it's private just for you. That's how that works. Correct, Kyle? Correct. Okay. What other buttons do we have here? Are any other of these buttons for could be used for members? Yeah, you can move automations to a different workspace.

So this is really common for people that are selling, setting up like client workspaces and giving their clients base automations is they duplicate a bunch of automations and then they move all the duplicates to that new workspace and then they have a duplicated workspace. And then they have a new client that could be in that new workspace.

Okay, so you can make them private and shared between teammates and or teammates clients workspaces, etc Correct. You can move them between workspaces with this button and you can duplicate and share them with new clients customers, etc Right, correct Okay, and then you can also delete. Um, I guess tags are somewhat should be could be in here.

So great You You have, you can name your tag for a certain customer, client, etc. Or, you can make a workspace for a customer, client, someone on your team, etc. Cool? Very cool. Is there anything else that we did not cover with teammates? Any questions that have been answered, historically, from people on the team?

An automation is turned on from your desktop. It can run from any of the workspace members computers, unless you lock it. If you lock it, it will only run from yours. So you need to be logged in, but if you invite five team members and somebody's computer is always online, then it will run from that person's computer or whoever's is online.

Nice. That's a good tip. So every single person, so you can essentially rotate it on someone's laptop, right on each person in that team. That's pretty nifty. So if one person computers closed and the other one's open, it can run locally off of that computer, correct? That's pretty great. So this has been this is a big feature for us.

And again, when you're on a paid plan, you can invite unlimited teammates. So the another thing I guess we do want to highlight Kyle and you can think about a couple other things while I discuss this. is sometimes if you want optimal run flows, you should buy a browser VPN or a proxy IP for each person.

So say you have multiple LinkedIn accounts that you want to run right now, it will run if it's not locally, Right still even locally you might want a different ip right per person if you're running multiple accounts locally, then you should if everybody I guess one hack to it going back to the workspaces is if Everybody has their automation and everybody locks their own automation.

It would run from their computer But if you don't want to go through the hassle of that or if you want it to always be able to run Every person should have their own proxy just so that you look like a completely separate user Yeah, so you're sharing that dedicated IP between 20 people, and you might want an IP per person.

So that could be a reason why runs fail, because especially if you're using five Instagram accounts per one IP, it could get blocked, it could get paused. So just for optimal performance, if you're wondering, cool. Uh, my flow failed on the cloud. It could be because you're sharing multiple accounts with multiple people and it runs off of one, one dedicated IP for one paid account and you're running multiple accounts or multiple people are doing things from different places.

So just to bring that all together and as a best practice, you might want to, and again, they're cheap, they're five bucks. Right. 5 a month. So every time you come in and you invite 20 people, you can do 20 people for that one dedicated IP. You want to be careful when it comes time to use social accounts, like LinkedIn, Instagram, YouTube, Facebook, things like that, anything else to talk about Kyle, As far as team gives you log in warnings for location, then it's probably one that you're going to want to use a proxy for is a good rule.

That's a good one. Say that again. If the website normally warns you about login locations, it's probably one that you're going to want to proxy for that way, your location is always very consistent. Yes. So keep those little pro tips in mind. If something doesn't run well, use an IP, right? Because again, And this, I want you to make a logical sense with this.

If you have 20 teammates and all of those teammates are running a different LinkedIn connected LinkedIn account, what you can't have is 20 link. Imagine 20 LinkedIn accounts per one IP. So you can, you can also, you don't have to buy ours. You can bring your own. If you have some other place that you get them and you can just log in and attach it based on an automation.

So please be careful that you check. What the cost is per bandwidth or you get unlimited bandwidth. Yes. So on ours, you do get unlimited bandwidth and it's not throttled. And if it doesn't work or it gets blocked or something else, we'll just write us message us and we'll rotate it for you and we'll rotate all 20.

Once per month for you, and if it doesn't work at the beginning because it's bad for whatever reason, we will rotate that as well and give it to you, um, at the beginning. So just let us know some of these things we can work out. We've made optimally, um, over time. This is pretty good for web browser automation activity.

Um, but yeah, unlimited invites. If you're using multiple social connected accounts, you might want your own ip. That's why we made them very cheap right now Um, but yeah, you could also be good for a couple Best practice is you're gonna say hey this failed and it's like that's some of the reasons You know, you're using multiple accounts or someone logged in from the Philippines and then logged in from America and then logged in from London, right?

Because you shared an account with two virtual assistants and your friend that works for you. Anything else? Nope. That's accurate. Okay, great. And that is inviting teammates. Is there any other thing with inviting teammates?

I don't think so. Okay. Awesome. Cool. Let us know if you have any questions, comment down below in the article or in the YouTube video, make sure to say hi, let us know how many teammates you have invited. If any, if not, it's free to collaborate with us.