How to invite team members

How to add people to your workspace and manage the team in Freshbase.

By the end of this guide, you will know how to add people to your workspace and manage the team in Freshbase.

Ways to invite

During onboarding

In step 6 of onboarding, you can invite colleagues:

1. Enter the email address of each person you want to invite
2. Click Add another for more invites
3. If you connected Google Calendar, you will see suggestions based on your recent meeting contacts
4. Click Send invites

You can skip this step and do it later.

From Settings

1. Go to Settings (gear icon in the sidebar)
2. Click Team in the sidebar
3. Under Team members, click Invite member
4. Enter the person’s email address
5. Send the invite

To a specific Base

To grant access to an individual Base:

1. Go to Settings > Bases
2. Select the desired Base
3. Under Members, click Invite member
4. Set the access level

Access levels

Level	What they can do
Owner	Full control: edit, delete, invite others, change settings
Editor	Edit documents, use Chat, review Inbox
Viewer	View documents and conversations only

Team Roster vs. invited members

It’s important to understand the difference:

• Invited members are people with a Freshbase account who access the workspace
• Team Roster is a registry of participants (for identification in meetings) — these people don’t need a Freshbase account

You can have someone in the Team Roster (to identify them in transcriptions) without giving them access to the platform.

Adding to the Team Roster

1. Go to Settings > Team
2. Add the names of team participants
3. Include nicknames and variations (e.g., “John Paul”, “JP”, “John”)
4. This improves identification in meeting transcriptions

Tips

• Start small. Invite key people first and expand later.
• Set up the Roster. Even if not everyone has an account, register names in the Team Roster so transcriptions can identify everyone.
• Use Calendar suggestions. If you connected Google Calendar, the contact suggestions speed up the process.

Common issues

The person didn't receive the invite

Check that the email address is correct. Ask the person to check their spam folder.

I want to remove someone from the workspace

Go to Settings > Team > Team members and remove the member.

Next step

How to set up integrations