How to invite a teammate to your workgroup

To invite a teammate, open More > Workspace > Members, enter their email address, choose a role, and assign their modules.

What this gets you

Your team works in one shared workspace.
Roles and modules give each person the right access, and clients can be limited to the Client Portal.
You can cap what someone spends from the shared credit pool.

Open More > Workspace > Members, and check that a seat is available.
Invite them by email. Press Enter or a comma after each address, or paste a list.
Choose a role: Member (standard access to selected modules), Admin (full access, including member management), or Client (Client Portal only, no seat needed).
Assign the All In One Suite or specific modules. When prepaid social-only seats are available, the normal invitation dialog also offers a Seat type selector. All-in-One remains selectable with zero available seats; the warning explains that invitees without a seat have restricted access.
Optionally set a shared credit limit for them.
If the teammate has No seat, choose Add seat. When prepaid social-only capacity is available, choose a social-only seat or an All-in-One seat. Manage account-bound licences separately in the Throttle dashboard.