Dubsado

What a team member is in Dubsado, the roles you can assign, what team member access does and doesn't include, and how team plan pricing works.

What is a team member?

Team member roles & permissions

How you and your team can manage which Dubsado notifications you receive, and where.

Team member notification settings

How to invite a team member to your workspace, choose their role, walk them through accepting the invite, and edit or remove a team member later.

Invite a team member to join your workspace

What to do when a team member you invited never got the invitation email, including how to fix a wrong email address and how they can find the invite by…

I invited a team member but they didn't receive an email

Trevor

Add the people you work with and control what they can access. Invite team members, set their roles and permissions, and work efficiently.

Team members

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🖥️ Dubsado's Youtube Channel

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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