{"id":10247,"date":"2025-07-23T12:51:02","date_gmt":"2025-07-23T10:51:02","guid":{"rendered":"https:\/\/pumble.com\/help\/?p=10247"},"modified":"2026-07-16T15:22:01","modified_gmt":"2026-07-16T13:22:01","slug":"onboarding-guide-for-workspace-creators-and-admins","status":"publish","type":"post","link":"https:\/\/pumble.com\/help\/getting-started\/onboarding-for-new-users\/onboarding-guide-for-workspace-creators-and-admins\/","title":{"rendered":"Onboarding Guide for Workspace Creators and Admins"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Pumble lets you create a workspace where you can communicate with your teammates and collaborate. Team members can share messages, files, voice messages, and much more by joining your workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this guide, we will help you set up your workspace and start using Pumble.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Register and create a workspace<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The first step is to create a Pumble account and a workspace. Here\u2019s how you can do it:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Open the <a href=\"https:\/\/pumble.com\/register\"><strong>Pumble sign-up<\/strong><\/a> page<\/li>\n\n\n\n<li>Continue with Google\/Apple\/Microsoft\/email<br><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"385\" class=\"wp-image-12738\" style=\"width: 250px;\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble.jpeg\" alt=\"sign up pumble\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble.jpeg 794w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble-195x300.jpeg 195w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble-664x1024.jpeg 664w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble-768x1184.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Sign-up-Pumble-8x12.jpeg 8w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>verification code <\/strong>sent to your email<\/li>\n\n\n\n<li>Enter your name<\/li>\n\n\n\n<li class=\"translation-block\">Enter your <strong>Organization name<\/strong> (this name will be used for your workspace)<\/li>\n\n\n\n<li class=\"translation-block\">Agree to <strong>CAKE.com Terms of Use<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Continue<\/strong> to complete the registration<br><img loading=\"lazy\" decoding=\"async\" width=\"250\" height=\"365\" class=\"wp-image-10249\" style=\"width: 250px;\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization.jpeg\" alt=\"\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization.jpeg 788w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization-206x300.jpeg 206w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization-702x1024.jpeg 702w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization-768x1121.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Create-an-organization-8x12.jpeg 8w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have registered successfully, you can proceed to set up your workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are new to Pumble, check out our <a href=\"https:\/\/pumble.com\/help\/getting-started\/onboarding-for-new-users\/start-using-pumble-quick-start-guide\/\">article<\/a> on how to use Pumble.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Configure your workspace settings<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pumble allows you to customize your workspace according to your needs and offers numerous features across all its plans.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can access General settings, Permissions, Manage members, and Configure apps. Here\u2019s what you can do:<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">Workspace settings can only be accessed via the web or desktop app.<\/p>\n<\/div><\/div>\n\n\n<div class=\"wp-block-ub-tabbed-content wp-block-ub-tabbed-content-holder wp-block-ub-tabbed-content-horizontal-holder-mobile wp-block-ub-tabbed-content-horizontal-holder-tablet\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78\" style=\"\">\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-holder horizontal-tab-width-mobile horizontal-tab-width-tablet\">\n\t\t\t\t<div role=\"tablist\" class=\"wp-block-ub-tabbed-content-tabs-title wp-block-ub-tabbed-content-tabs-title-mobile-horizontal-tab wp-block-ub-tabbed-content-tabs-title-tablet-horizontal-tab\" style=\"justify-content: flex-start; \"><div role=\"tab\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-0\" aria-controls=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-0\" aria-selected=\"true\" class=\"wp-block-ub-tabbed-content-tab-title-wrap active\" style=\"--ub-tabbed-title-background-color: #eeeeee; --ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">General settings<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-1\" aria-controls=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-1\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Permissions<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-2\" aria-controls=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-2\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Manage members<\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-3\" aria-controls=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-3\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\">Configure apps<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tabs-content\" style=\"\"><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap active\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-0\" aria-labelledby=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-0\" tabindex=\"0\">\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Navigate to <strong>Workspace settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>General settings<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"873\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings-1024x873.jpeg\" alt=\"\" class=\"wp-image-10252\" style=\"width:387px;height:auto\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings-1024x873.jpeg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings-300x256.jpeg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings-768x655.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings-14x12.jpeg 14w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/General-settings.jpeg 1030w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In general settings, you can modify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Default channels <\/strong>\u2014 set the default channels that users will join automatically<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Manage email display<\/strong> \u2014 set if the user\u2019s email address will be shown on their profile<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Channel join &amp; leave messages<\/strong> \u2014 send messages when a member joins or leaves a channel<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Notify of new users<\/strong> \u2014 set notifications for members when a new user joins the team<\/li>\n\n\n\n<li class=\"translation-block\"><strong>File history<\/strong> \u2014 determine whether files will be deleted after some time<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Workspace icon<\/strong> \u2014 add an icon for your workspace<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Workspace name &amp; URL<\/strong> \u2014 change your workspace name and URL<\/li>\n<\/ul>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-1\" aria-labelledby=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-1\" tabindex=\"0\">\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Navigate to <strong>Workspace settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Permissions<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"873\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions-1024x873.jpeg\" alt=\"\" class=\"wp-image-10254\" style=\"width:383px;height:auto\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions-1024x873.jpeg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions-300x256.jpeg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions-768x655.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions-14x12.jpeg 14w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Permissions.jpeg 1030w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Permissions allow you to control what users can do in your workspace. Here\u2019s what you can modify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Messaging<\/strong> \u2014 set who can post in channels and send direct messages<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Invitations<\/strong> \u2014 set who can invite new users to the workspace<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Channel management<\/strong> \u2014 set who can create and manage channels<\/li>\n\n\n\n<li class=\"translation-block\"><strong>User groups<\/strong> \u2014 set who can create and edit user groups<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Message editing &amp; deletion<\/strong> \u2014 set if users can edit or delete messages<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Meetings<\/strong> \u2014 turn reactions in meetings on or off<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Custom emoji<\/strong> \u2014 set who can create custom emojis<\/li>\n<\/ul>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-2\" aria-labelledby=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-2\" tabindex=\"0\">\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Navigate to <strong>Workspace settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Manage members<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"873\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-1024x873.jpeg\" alt=\"\" class=\"wp-image-10255\" style=\"width:384px;height:auto\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-1024x873.jpeg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-300x256.jpeg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-768x655.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-14x12.jpeg 14w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members.jpeg 1030w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In this section, you can change member roles and deactivate their accounts. Moreover, you can transfer workspace ownership to admins. Here\u2019s how to do this:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots <\/strong>in the far right column<\/li>\n\n\n\n<li>Select the desired action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"544\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen-1024x544.jpg\" alt=\"\" class=\"wp-image-10256\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen-1024x544.jpg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen-300x159.jpg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen-768x408.jpg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen-18x10.jpg 18w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Manage-members-screen.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-panel-3\" aria-labelledby=\"ub-tabbed-content-f0b01526-0b15-4922-ad65-d408dd162b78-tab-3\" tabindex=\"0\">\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Navigate to <strong>Workspace settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Configure apps<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"865\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps-1024x865.jpeg\" alt=\"\" class=\"wp-image-10257\" style=\"width:392px;height:auto\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps-1024x865.jpeg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps-300x253.jpeg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps-768x649.jpeg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps-14x12.jpeg 14w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Configure-apps.jpeg 1030w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Here you can set up integrations and connect different tools with your Pumble workspace. You can create integrations with popular tools such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Zapier<\/li>\n\n\n\n<li>GitHub<\/li>\n\n\n\n<li>Google Calendar<\/li>\n\n\n\n<li>Gmail<\/li>\n\n\n\n<li>Calendly<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations-1024x632.jpg\" alt=\"\" class=\"wp-image-10258\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations-1024x632.jpg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations-300x185.jpg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations-768x474.jpg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations-18x12.jpg 18w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Pumble-integrations.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n<h2 class=\"wp-block-heading\">Invite members to your workspace<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When your workspace settings are configured, you can start inviting members. Adding members is essential for efficient collaboration, and you want to ensure that all your teammates are on board.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s one way you can invite members:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Invite members<\/strong><\/li>\n\n\n\n<li>Write down the email address of the user you want to invite<\/li>\n\n\n\n<li class=\"translation-block\">Choose their role in the <strong>Invite as<\/strong> section<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Send invite<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"800\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-1.jpeg\" alt=\"\" class=\"wp-image-10261\" style=\"width:347px;height:auto\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-1.jpeg 600w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-1-225x300.jpeg 225w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-1-9x12.jpeg 9w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Another way to invite members is through the <strong>People &amp; User Groups<\/strong> section. Here\u2019s how:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on <strong>People &amp; user groups<\/strong> in the left sidebar<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Invite people<\/strong> in the right corner<\/li>\n\n\n\n<li>Write down the email address of the user you want to invite<\/li>\n\n\n\n<li class=\"translation-block\">Choose their role in the <strong>Invite as<\/strong> section<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Send invite<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"448\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2-1024x448.jpg\" alt=\"\" class=\"wp-image-10262\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2-1024x448.jpg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2-300x131.jpg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2-768x336.jpg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2-18x8.jpg 18w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Invite-members-option-2.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Choose a subscription plan<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Although Pumble comes with a lot of features on its FREE plan, choosing a subscription plan can unlock several additional features for you and your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how you can upgrade your subscription:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Click on the <strong>three dots<\/strong> next to your workspace name<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Subscription<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"405\" class=\"wp-image-10263\" style=\"width: 300px;\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Open-subscription-page.jpeg\" alt=\"\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Open-subscription-page.jpeg 596w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Open-subscription-page-222x300.jpeg 222w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Open-subscription-page-9x12.jpeg 9w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Open the <strong>Plans<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Upgrade<\/strong> on your preferred plan<br><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"613\" class=\"wp-image-10264\" style=\"width: 1200px;\" src=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription.jpg\" alt=\"\" srcset=\"https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription.jpg 1200w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription-300x153.jpg 300w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription-1024x523.jpg 1024w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription-768x392.jpg 768w, https:\/\/pumble.com\/help\/wp-content\/uploads\/2025\/07\/Upgrade-subscription-18x9.jpg 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/li>\n\n\n\n<li>Enter customer, invoice, and payment info<\/li>\n\n\n\n<li class=\"translation-block\">Click on <strong>Finish payment<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Related Articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/pumble.com\/help\/getting-started\/onboarding-for-new-users\/start-using-pumble-quick-start-guide\/\">Start using Pumble \u2013 Quick start guide<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Pumble lets you create a workspace where you can communicate with your teammates&#8230;","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[69],"tags":[],"class_list":["post-10247","post","type-post","status-publish","format-standard","hentry","category-onboarding-for-new-users"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Milos Milosavljevic","author_link":"https:\/\/pumble.com\/help\/author\/milos-milosavljevic\/"},"_links":{"self":[{"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/posts\/10247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/users\/42"}],"replies":[{"embeddable":true,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/comments?post=10247"}],"version-history":[{"count":60,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/posts\/10247\/revisions"}],"predecessor-version":[{"id":14259,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/posts\/10247\/revisions\/14259"}],"wp:attachment":[{"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/media?parent=10247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/categories?post=10247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pumble.com\/help\/wp-json\/wp\/v2\/tags?post=10247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}