# How to Invite Colleagues

Before you can collaborate on meeting plans, first invite colleagues to the Workspace.

_Note: Meetingflow Workspace Admins set default rules for access. **If your Workspace default settings need to be updated or a user role type changed, please contact your Workspace Admin.**_

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## Configuring CRM with Meetingflow  
[Configuring CRM with Meetingflow](/content/help-center/using-meetingflow/how-to/configuring-crm-with-meeting-flow/index.html)

## New User Setup – Video Walkthrough  
[New User Setup – Video Walkthrough](/content/help-center/new-user-setup-video-walkthrogh/index.html)

## How to Select and Change a CRM Preset  
[How to Select and Change a CRM Preset](/content/help-center/how-to-select-and-change-a-crm-preset/index.html)

## New User Setup  
[New User Setup](/content/help-center/new-user-setup/index.html)

## How to Create a CRM Preset  
[How to Create a CRM Preset](/content/help-center/how-to-create-a-crm-preset/index.html)

## How to Create a Custom AI Shortcut  
[How to Create a Custom AI Shortcut](/content/help-center/how-to-create-a-custom-ai-shortcut/index.html)