Invite Members and Create Teams

Estimated reading time:  1-2 minutes

Overview

You can invite members, assign roles, configure skills and availability, manage existing users, and group members into teams.

 How to Invite a Member

1. Go to Company Settings.

2. Select Members.

3. Click + Invite.

   

Member Details

Enter the member’s basic information:

• First Name

• Last Name

• Email

• Phone (optional)

• Role

• Labor Cost ($/hr) (optional)

Skills

Click + Skill to add the member’s qualifications or areas of expertise.

Availability

Set when the member is available for assignment:

• Enable the applicable working days.

• Set the start and end times for each day.

• Use Copy to quickly apply the same hours to other days.

Once everything is set, click Invite.

The member will receive an email invitation to activate their Coperniq account.

Manage Members

Go to Company Settings → Members to view and manage your workspace members.

From the Members page, you can:

• Search for members

• Switch between Active and Archived members

• Sort members by name

• Filter by Role

• View each member’s contact information and role

• Click CSV to export the member list

Member Actions

Click ⋮ next to a member to:

• Edit their information and settings

• Resend invite if they haven't activated their account

• Archive the member

  

Archived members can be viewed from the Archived tab.

Creating and Managing Teams

1. Go to Company Settings.

2. Select Teams.

3. Click + Create Team.

   

4. Enter the Team Name.

5. Select the Members you want to include.

6. Click Create.
   

   

Team Management

To manage teams:

1. Go to Company Settings → Teams.

2. Select the team you want to manage.

Inside the team:

• Add members by selecting from the dropdown list of existing users.

• Click the vertical dots ⋮ next to a user to:

  • Make or remove a Team Lead

  • Remove from team