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    Workspaces & Teams

    Invite Teammates to Your Workspace

    How to add colleagues, send invitations, and remove team members.

    5 min readLast updated: Jan 2026

    Introduction

    This article covers everything you need to know about invite teammates to your workspace. Whether you're just getting started or looking to optimise your workflow, you'll find practical guidance here.

    💡 Quick tip: Bookmark this page for easy reference later.

    Getting Started

    Before diving in, make sure you have the following prerequisites in place:

    • An active LeadVista account
    • The Chrome extension installed
    • Your LinkedIn account connected

    Step-by-Step Guide

    1

    First Step

    Navigate to the relevant section in your LeadVista dashboard.

    2

    Configure Settings

    Adjust the options according to your needs.

    3

    Save & Apply

    Click save to apply your changes immediately.

    Tips & Best Practices

    âš¡ Pro Tips

    • Start with a small test before scaling up
    • Review results regularly and iterate
    • Use AI suggestions to improve your messaging

    Next Steps

    Now that you understand invite teammates to your workspace, here are some related topics to explore:

    Need more help?

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