How to add team members to your Lightfield account

Last updated: March 13, 2026

Lightfield supports team collaboration by allowing you to add multiple users to your workspace so everyone can access shared notes, recordings, and CRM data.

This guide will help you:

  • Add team members like cofounders to your existing account

  • Grant admin permissions to new users

  • Share meeting notes and recordings across your team

Adding Team Members

To add team members to your Lightfield workspace, you'll need admin permissions. The workspace admin can add new users and grant them appropriate access levels.

If you're not the admin of your workspace, ask your current admin to add you or grant you admin permissions so you can manage team access.

Common Questions

Can I add my cofounder to see my meeting notes and recordings?

Yes, Lightfield supports teams and organizations. Once your cofounder is added to your workspace, they'll be able to see notes and recordings from meetings, and you'll be able to see theirs as well.

Should I join an existing workspace or create a new one?

If your company already has a Lightfield workspace, it's best to join the existing one rather than creating a separate demo account. This ensures all team data is centralized and accessible to everyone who needs it.

Can I reset or clear data in a shared workspace?

Yes, if needed, your workspace can be reset and all CRM data can be cleared. This is helpful when transitioning from a demo or test environment to production use.