Inviting your team
Invite team members via Purview, Workforce, or CSV bulk import. Every invitation shows the recipient exactly what they are agreeing to.
Every entry point (Workforce's "Add Staff," Purview's member list, a bulk CSV import) produces the same result: a Space membership with an invitation sent to the recipient.
To invite someone:
- Open Purview → Spaces → select your Work Space
- Tap Invite Member
- Enter their email address, assign a role label, and send
The recipient gets a notification. When they accept, they see exactly what you've configured for them: which apps are visible, what work hours apply, and what data they can access.
Bulk invitations: Upload a CSV from Purview → Invitations. Each row creates one invitation. The CSV template is downloadable from that same screen.
From Workforce: When you onboard a new hire through Workforce → People → Add Staff, the invitation is created automatically. The onboarding wizard and the invitation are one action, not two.
What the team member sees: An acceptance dialog showing what the Work Space includes: visible apps, work hours, after-hours policy. Full transparency. They accept or decline. They can leave at any time.
Role labels are advisory, displayed in member lists for organizational clarity. Permissions and capabilities are configured separately through Purview's policy system.