# Add your team members

This guide covers:

* [How to invite users](#how-to-invite-users)
* [Join an existing workspace](#join-an-existing-workspace)

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## How to invite users

1. Go to **Settings** → **Users**.
2. Click **Add user**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FUc7HFYoJYeZbTDb98O5k%2FGroup%20427318248.png?alt=media&#x26;token=c3be57c9-43d8-45fc-bab3-64de77ae97d9" alt=""><figcaption></figcaption></figure>

3. Enter their details (**First name**, **Last name**, **Email**).
4. Assign a role: Choose a practitioner role or another role using the role dropdown.
5. Select the **Locations** they work at and the **Services** they provide.
6. Click **Save** to send the invitation.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FlKYCspX6lWgXEocWPzvz%2FGroup%20427318249.png?alt=media&#x26;token=883b98be-b70f-441a-8d29-11c0ad637a1d" alt=""><figcaption></figcaption></figure>

The user will receive an email to create their login. Once completed, their status will update from **Unverified** to **Verified** in the Users table.

**Note:** Only **Practitioner** and **Practitioner Admin** roles count toward billing.<br>

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## Join an existing workspace

If your organization already uses Caspen, you’ll just need an invitation from your Account Owner or an admin.

#### 1. Accept your invitation

Check your inbox for the invitation link.\
If you can’t find it:

* Check spam/junk
* Ask your IT team to allow emails from @caspen.com

#### 2. Create your login

Click **Accept invitation** and set your password to finish creating your account.

#### 3. Check your assigned role

Once you’re logged in, you can check your role (for example, Practitioner or Receptionist) in **My account**.

1. In Caspen, click your name in the bottom-left corner.
2. Click **My account**.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FIhaBltd5Vz3mmaaS4UUt%2Fimage.png?alt=media&#x26;token=2b1cd94e-b170-44f4-be46-a3f2e5dd8c0f" alt="" width="361"><figcaption></figcaption></figure>

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3\. You can then view your role in your profile.

Your role determines what you can access.\
Need more detail? See the [Roles and Permissions](https://support.caspen.com/using-caspen/settings/staff/manage-user-roles-and-permissions) guide.<br>
