Invite Members and Create Teams

Last updated: January 4, 2026

Estimated reading time:  1-2 minutes

Overview

Establish your team structure in Coperniq by inviting members with secure credentials and creating teams to support departmental organization. This ensures that each user has the right access and responsibilities while keeping your workspace structured and aligned with your company’s operations.

 How to Invite MembersSteps to Invite:

  1. Click your company name (top-left) → + Invite Members

    image.png

  2. Complete all fields:

  3. First Name * (required)

  4. Last Name * (required)

  5. Email * (required)

  6. Phone (optional)

  7. Role * (select from dropdown)

  8. Click Send Invite

    Screenshot 2025-07-02 at 9.03.24 PM.png

Post-Invitation Process

  • Invitees receive email with activation link

  • Account setup requires:

  • Password creation OR

  • Google sign-in (if enabled)

Creating and Managing Teams

  1. Access: Company Settings → Teams → + Create Team

    image.png

  2. Define:

    • Team Name (e.g., "Quality Assurance")

    • Members (select from existing users)

  3. Confirm with Create

Screenshot 2025-07-02 at 9.19.49 PM.png

Team Management

To manage teams:

  1. Click your company name in the top-left corner.

  2. From the dropdown menu, select Workspace Settings.

  3. In the left-hand menu, click Teams.

  4. 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

Best Practices

  • Use work email addresses and always double-check for typos to avoid invite delivery issues. If an invite isn’t accepted within 24 hours, go ahead and resend it from the Members tab.

  • When creating teams, use clear, functional names (e.g., "Sales – East Coast") and organize by role or department rather than individuals. This helps keep the structure scalable and easy to navigate.

  • Assign a Team Lead to each group for better accountability, and make it a habit to review and update team members regularly to reflect changes in your organization.