This article explains how to get people into your Quest account, the two paths available, and what each path means for the person you're inviting.

How Quest Membership Works

Before getting into the methods, it's important to understand one thing:

Everyone who has access to Quest is a full member of your workspace. There is no partial access, limited account, or "guest" tier. If a person is in Quest, they are a workspace member.

What changes between the different invite methods is how they got in the door — not their level of access once they're inside.

There are two doors:

Invite them directly to the workspace via the Team tab.
Attach them to a specific event, which also makes them a workspace member.

Both result in full workspace membership. The only practical difference is whether they're tied to a specific event on day one.

A Note on Event Visibility

Workspace membership doesn't automatically grant visibility into every event in your account. A workspace member will only see an event on their Events page if they've been specifically attached to that event.

If an admin invite someone through the Team tab and never attach them to an event, they won't see any events in their Events page until you do.

Option 1: Invite Someone Through the Team Tab

Use this when you want to add a workspace member without attaching them to a specific event upfront. This is the right path for people who will:

Book everyday business travel (flights, hotels, ground transportation as part of their normal work)
Be added to events later as those events come up
Have ongoing, general access to Quest

How to do it:

Navigate to the Team tab in Quest
Click to add a new team member
Enter their details and send the invite

Once they accept, they're a full workspace member. They can book everyday business travel right away. They won't see any events on the Events page until someone attaches them to one.

Option 2: Attach Someone to an Event

This is the more popular path for getting people into Quest.

When you create an event in Quest, you can attach travelers to it directly. The moment they're attached, they become full workspace members and are connected to that specific event. There's no separate workspace invite step needed — event attachment handles both at once.

This path is ideal for conferences, offsites, sales kickoffs, incentive trips, group travel, and any scenario where you're getting a batch of people into Quest specifically because of an event.

Once your event is created, you have two ways to invite people to it.

Method 1: Magic Link (Most Popular)

A magic link is a unique URL you can share however you want — email, Slack, text message, calendar invite, an event registration page, anywhere.

Here's how it works:

Anyone who clicks the link is automatically attached to the event
They also become a full workspace member as part of the same flow
No manual approval, no one-by-one entry on your end

Generate the link from inside the event, share it with your group (via registration, Slack, Team, email), and let people self-onboard. This is the fastest way to get a roster of travelers into Quest.

Method 2: CSV Upload or Add Individually

If you already have a finalized attendee list, you can:

Upload everyone in bulk via CSV
Add them one by one from inside the event

Important: When you add people through CSV upload or individual entry, they will not receive an email invitation automatically. You must manually trigger the invite from the system once your list is ready. Until you trigger the invite, your attendees won't know they've been added.

This is intentional.

It gives you control over send timing — useful when you want to finalize your roster before anyone is notified, coordinate the send with a broader announcement, or wait until event details are locked in. When you're ready, trigger the invite from the event and Quest will send the emails out.

Which Method Should You Use?

Scenario	Best option
Adding another admin to the platform	Team tab invite
Having people flow into Quest from a registration platform or email invite	Magic link
You have a finalized attendee list and want to control send timing	CSV upload + manual invite trigger
Quick, ad-hoc invitations to a specific event	Magic link
Adding someone who needs general workspace access but isn't tied to an event yet	Team tab invite

Quick Recap

Everyone in Quest is a full workspace member. There is no partial access.
The Team tab adds people to the workspace without attaching them to an event.
Attaching someone to an event also makes them a workspace member — it's a combined action.
Magic link is the fastest way to get a group into an event.
CSV and individual adds require you to manually trigger the email invite.
Workspace members only see events on their Events page if they've been attached to that specific event.