Invite a teammate with the right context

Invite with intent

1. 1Open Settings and review the current workspace members first.
2. 2Invite the person using the role that matches the work they need to do.
3. 3Explain which Space and monthly workflow they are joining before sending the invitation.
4. 4Review membership changes in Settings when access changes.

Keep collaboration trustworthy

Collaborators should work from the same statement-backed record, not a copied spreadsheet. Keep access narrow and use clear Space names to make the boundary easy to understand.