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Roles Overview

Now that your office is set up, it’s time for the best part — bringing your team on board! 🚀

If you haven’t finished setting up your office yet, check out our step-by-step guide to get your team started with SoWork.

In SoWork, there are a few ways to invite people. But before we get into that, let’s take a quick look at the three user roles:

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SoWork has 3 types of member roles:

• Admins — Typically team leads or managers. They have full control over settings, members, and the office design.
• Teammates — Regular team members who can claim desks, decorate, and move freely in and out of the office.
• Guests — Visitors like clients, contractors, or interviewees who need temporary access to your office. They will need a Guest Pass and approval from a member to visit your office.
  • Note: SoWork lets you invite unlimited external people to your meetings, and they’re not considered Guests since they won’t see your office — they’ll only experience a Zoom-like meeting view. </aside>

How to invite new Members

Send them an Email or Link

1. Click the invite icon at the top of the left panel.
2. To invite someone:
   1. Click the invite icon at the top of the left panel.
   2. Choose between:
   • Invite via email – enter the teammate’s email and name.
   • Invite via link – generate a shareable invite link.

Assign Them a Desk

1. Click on any desk with a “Ready to Assign” pin.
2. Enter the name and email of the person you want to invite.
3. Click Send Invite – they’ll get an email and their desk will be ready when they join!

How to Remove Members

1. Open the Settings Menu located at the bottom of the left-hand sidebar.
2. Go to Settings > Member Roles
3. Find the member you want to remove and click the more option button.
4. Select Remove.
5. Confirm.
6. They’ll instantly be removed from the office.

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Only Admins can remove Members from the office.

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How to change Member Roles

1. Open the Settings Menu located at the bottom of the left sidebar.
2. Go to Settings > Member Roles
3. Find the member you want to remove and click the more option button.
4. Select Change Roles.
5. Confirm.
6. They’ll instantly be removed from the office.

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Only Admins can change Member Roles.

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Need help onboarding your Team?

• Start by reading our Getting Started Guide
• Move forward with your plan to onboard your team with success