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Members and invitations

Members are the people in your workspace. As an Admin, you control who's in, what role they hold, and who's still waiting to accept an invite, all from the "Members" area of workspace settings.

 

💡 You invite people by email and assign their role at the same time, so everyone lands with exactly the right access from day one.

What's in this article?

  1. Inviting a member
  2. Tracking pending invitations
  3. Changing a member's role
  4. Removing a member
  5. FAQs

Inviting a member

  1. In workspace settings, let's open "Members."
  2. Click "Invite member."
  3. Enter their email address and choose a role (Admin, Member, Viewer, or a custom role).
  4. Send the invite.

The person receives an email invitation. They join your workspace with the role you assigned as soon as they accept.

🧠 Not sure which role to give? Most teammates start as Member. Reserve Admin for people who help run the workspace. See Roles and permissions.

Tracking pending invitations

Invitations you've sent that haven't been accepted yet show up as pending. From there you can:

  • Resend an invite if it expired or got lost.
  • Cancel an invite that's no longer needed.

You'll see who invited each person and when the invite was sent, so it's easy to follow up.

Changing a member's role

  1. Let's open "Members."
  2. Find the person and open their role menu.
  3. Pick the new role.

The change is immediate.

🧠 To hand off the Owner role, see Transferring ownership and deleting a workspace.

Removing a member

Open the member's menu and choose "Remove." They lose access to the workspace right away. Anything shared with the team stays in the workspace.

FAQs

Someone says they never got their invite. Check that the invitation is still pending and "Resend" it. Ask them to check their spam folder, and confirm you used the correct email address.

Can I invite several people at once? Yes. Add each email when inviting. Each person gets their own invitation and accepts individually.

What happens to a member's work when I remove them? They lose access immediately. Work shared with the workspace remains. Personal, unshared items go with their account.

Can a Member invite other people? No. Inviting and removing members are Admin actions. Grant a custom role if you want to delegate this.