Built with DocStarBring your whole team into viaSocket to build, manage, and monitor automations together, all from one shared workspace. Workspace owners and admins can invite anyone via email.
To add team members to your workspace, follow these steps:
Step 1: Open the Workspace Menu In the top-left corner, click the toggle arrow (▾) next to your workspace name. A dropdown menu will appear with workspace options.
Step 2: Go to "Members" From the dropdown, click Members. This opens the Members management page, where you can see everyone currently in your workspace along with any pending invitations.
Step 3: Click the Invite Members button in the upper-right corner. This opens the invitation form.
Step 4: Fill in Member Details and Add A dialog box titled "Add New member" will appear. Fill in the following fields:
Full name (required) — Enter the team member's full name.
Role (required) — Select a role from the dropdown. By default it is set to User. Change this if you want to assign admin-level access.
Email address (required) — Enter their email address. The invite will be sent here.
Mobile (optional) — Enter their phone number with country code, e.g.
917001002003. This field is not mandatory.
Once all required fields are filled in, click Add member to send the invitation.
If the invitee does not already have a viaSocket account associated with the invited email, they will need to create an account first. Upon accepting the invitation, they will gain access to the workspace.
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Keep these things in mind before sending invites:
Only workspace owners and admins can invite new members.
Invitees must accept the invitation before they gain access.
If the invitee doesn't have a viaSocket account, they'll be prompted to create one for free before accepting.
Removing a Member:
To revoke a team member's access, go to the Members page and click the Remove button next to their name. Access is revoked immediately upon removal.
