Adding Team Members

How to invite colleagues to your workspace and manage pending invitations.

Overview

PlugIQ is a collaborative platform. You can invite colleagues so they can submit requests, act as approvers, or help you build and manage processes. Invitations are sent by email and expire after 7 days.

Sending an Invitation

  1. Navigate to Settings → user management.

2. Click add user.

    3. Fill in the necessary details (First name, email, phone number, employee ID, line manager, and role)

      4. Click add user.

        Bulk Import via CSV

        For larger teams, use the CSV import option. Download the template from the invite dialog, fill in the email and role columns, then upload the file.

        Member Limits

        Free workspaces allow up to 5 members. Growth and Enterprise plans have higher or unlimited caps. Check Settings → Billing to see your current usage.

        Roles and Permissions
        Back to Getting Started with PlugIQ