Invite and manage team members

Invite teammates, resend invites and remove members.

Written By Chris Koronowski

Last updated About 2 months ago

Who: Owners and admins Β· Plan: All plans

Overview

Bring teammates into your workspace and manage who's in it.

Invite a member

  1. Go to Settings, Workspace.
  2. Enter the person's email and choose a role (member, admin or viewer).
  3. Click Invite. They get an email link to join.

πŸ“Έ Screenshot: The Workspace settings with the invite-by-email field, role selector and Invite button.

Pending and setup

An invite that hasn't been accepted shows as Pending, and you can Revoke it. If a member still needs to finish setting up, you'll see a Setup badge with a Send Invite option to resend.

Manage members

Change a member's role, toggle whether a member can view other members' content, or remove someone from the workspace.

Note: Roles decide what each person can do. See Roles and permissions.

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