Invite Team
Add team members to your workspace.
Overview
Invite colleagues to share your Indax workspace. All plans include unlimited users.
Video Tutorial
Invite Members
The Invite button appears in the top-right corner of every page.
Option 1: Copy Link
- Click Copy link
- Share the link with your teammate
- They click the link to join your workspace
Option 2: Send by Email
- Click Invite
- Type email addresses and press Enter after each one
- Click Send
Invitees receive an email with a link to join.
Manage Team
Team members appear in the Team section of the Invite view.
- Each member shows their name, email, and role
- Admins can remove members by clicking the trash icon
Roles
| Role | Permissions |
|---|---|
| Admin | Full access: manage team, billing, all features |
| Member | Use agents, view shared watchlists |