Add a member
Go to Settings → Members (under Workspace).
Enter an email address and select a role:
Admin: can manage workspace settings, members, and automations.
Member: can use Circleback for their own meetings and access what's shared with them.
Viewer: can access what's been shared with them but cannot use Circleback for their own meetings. Viewers are free to add and don't count toward your subscription.
You can update someone's role or transfer billing ownership at any time.
Automatically add new users
You can automatically add anyone who signs up for Circleback with an email matching your workspace's domain.
Go to Settings → General (under Workspace).
Enable Automatically add new users to workspace.
New users will be added as members by default. Admins are notified via email each time someone is automatically added.
Organize with teams
Once you have people in your workspace, you can organize them into teams (e.g. Engineering, Sales, Design) to make it easier to share meetings and enable automations for specific groups. See Teams to learn more.