Invite Users

Inviting people to Routine adds them to your team organization, giving them access to shared workspaces, tasks, pages, and projects. Invited members receive an email with instructions to download Routine and join your organization.

✍️ Functionality

When you invite a user, you can:

• Add them to your team organization

• Give them access to shared workspaces, tasks, pages, and projects

• Assign them as workspace members so tasks can be assigned to them

• Manage their access level (owner vs. member)

• Remove them from the workspace if needed

🧑 Inviting from a contact profile

Every contact in Routine can be invited directly from their profile:

1. Open the Contacts screen from your sidebar

2. Click on the person you want to invite

3. Click the Invite button on their profile

4. They will receive an email invitation with instructions to download Routine and join your organization

⚙️ Inviting from Settings

1. Open Routine Settings

2. Navigate to your organization's settings

3. Click Invite people in the submenu

4. Enter the email addresses of the people you want to invite

5. Click Invite

6. Invitees receive an email with download instructions and a link to join

👥 Member roles

Routine distinguishes between two member roles within a workspace:

• Owner — full control over the workspace, including renaming, removing members, and managing settings

• Member — access to shared tasks, pages, and projects; cannot rename or remove the workspace

💡 Things to know

• Inviting members to additional workspaces beyond the default may require a paid plan — check Settings → Plan for your organization's entitlements

• The default workspace is always accessible to all members; additional workspaces require the appropriate entitlement

• You can view and manage all workspace members from Settings → Members

• Tasks can be assigned to any workspace member once they've joined

🗣️ Use cases

Inviting users is especially useful for:

• Team collaboration — bring your whole team into a shared workspace for tasks, projects, and pages

• Client access — invite clients or stakeholders to a dedicated workspace

• Onboarding — add new team members and give them immediate access to shared tasks and documentation

• Task assignment — once invited, members can be assigned tasks from any view or the right-click menu

Inviting team members turns Routine from a personal productivity tool into a shared workspace where work is coordinated, assigned, and tracked together.