Invite your team
OKRs work best when the whole team is involved. Inviting teammates gives them access to the workspace so they can own Key Results and log check-ins.
Inviting from the People page
1
Go to People in the sidebar
Click People or Team in the left sidebar.
2
Click Invite member
Click the + Invite member button.
3
Enter their email and role
Enter the email address and select a role: Admin, Manager, Member, or Viewer.
4
Send the invite
Click Send invite. They receive an email with a link to join your workspace.
Roles at a glance
| Role | What they can do |
|---|---|
| Admin | Full access including settings, billing, and member management |
| Manager | Create OKRs, manage reviews, view insights |
| Member | Own KRs, log check-ins, create initiatives |
| Viewer | Read-only access |
Assigning a Key Result to the invitee
During the invite flow, you can assign a Key Result to the person you are inviting. When they accept and join the workspace, they become the owner of that KR automatically.
Key Results with owners complete 26% more often
Assigning a KR owner creates accountability. Make sure every KR has a named owner.