WORKWEEK ACADEMY · SETTINGS

Back to Settings — Guides.

Use this when a colleague needs access to the WorkWeek dashboard.

Watch the invitation flow

Follow your profile menu → Settings → Members → Invite in the recording. Notice the role choice before the invitation is sent.

How to Add a New Admin & Set User Permissions — WorkWeek

How to Add a New Admin & Set User Permissions — WorkWeek

Look closely: email and role

Check the recipient and the role before sending. The role shown in this training screenshot is an example, not a recommendation for every colleague.

Check the recipient and the role before sending. The role shown in this training screenshot is an example, not a recommendation for every colleague.

Before you invite

  1. Confirm who needs dashboard access and what work they need to do.
  2. Choose the appropriate role from the options available in the organisation.
  3. Review the email address and role before selecting Send invite.

Check your understanding: Which role matches this colleague’s responsibilities, and who can confirm it if you are unsure?

Watch the source guide in Ask Megan · WorkWeek sign-in required.

This lesson follows WorkWeek’s published recording, checked on October 20, 2026. Role options can depend on the organisation. The recording does not approve a particular person’s access.

Continue learning: Settings — Guides.