Help Center Guide

Invite users and assign roles

Bring teammates into the workspace with the right level of access.

Step-by-step setup

Use this practical checklist to configure the workflow cleanly and avoid common setup issues.

01
Open workspace settings
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
02
Create or review role groups
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
03
Invite users by email
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
04
Assign permissions and teams
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.
05
Confirm access with a test account
Follow this step carefully, confirm the expected result and document any workspace-specific decision for your team.

Expected outcome

Use the same structured setup pattern that keeps OneWorkspace AI implementations clear, governed and easy to maintain.

Every record, action and approval has an accountable owner before the workflow goes live.

Permissions and validation are reviewed before users begin working with live business data.

The setup is connected to a visible operational outcome rather than treated as an isolated task.

Quality check

A final review protects data quality, user adoption and reporting accuracy.

Run the full workflow with realistic records and confirm that each state, notification and handoff behaves correctly.

Confirm that every role sees only the information and actions required for their responsibilities.

Record naming, ownership and governance choices so the workspace remains consistent as the team grows.

Book a guided walkthrough and we will map the setup to your real team, permissions and operating process.