Inviting Team Members
Collaborate by inviting team members to your workspace. Control access and permissions.
Invitation Methods
Email Invitations
Invite by email:
- Go to Settings > Team
- Click Invite Members
- Enter email addresses
- Select role
- Send invitations
Bulk Invitations
Add multiple members:
- Enter emails (comma-separated)
- Or upload CSV
- All receive same role
- Edit individually after
Invitation Link
Share a link:
- Click Copy Invite Link
- Share with team
- Anyone with link can join
- Expires after 7 days
Invitation Settings
Role Selection
Choose role when inviting:
| Role | Access Level | |------|--------------| | Viewer | View only | | Editor | Create and edit | | Admin | Full management |
See Roles & Permissions.
Workspace Assignment
For multi-workspace orgs:
- Select target workspace(s)
- Set role per workspace
- User accesses only assigned
Invitation Process
For New Users
If they don't have an account:
- Receive email invitation
- Click link to sign up
- Create account
- Automatically join workspace
For Existing Users
If they have an account:
- Receive email notification
- See invitation in-app
- Accept or decline
- Access workspace
Managing Invitations
Pending Invitations
View pending invites:
- Go to Settings > Team
- Click Pending tab
- See all outstanding invitations
Resend Invitation
If invitation wasn't received:
- Find pending invitation
- Click Resend
- New email sent
Cancel Invitation
To revoke before accepted:
- Find pending invitation
- Click Cancel
- Invitation invalidated
Invitation Limits
By Plan
| Plan | Team Members | |------|--------------| | Free | 1 (you) | | Starter | 3 | | Pro | 10 | | Business | 50 | | Enterprise | Unlimited |
Upgrading for More
If you need more members:
- Upgrade to higher plan
- See Plan Tiers
After Joining
New Member Experience
When members join:
- See workspace dashboard
- Access based on role
- Can view shared content
- Receive onboarding tips
Getting Started
Help new members:
- Share key workflows
- Point to documentation
- Assign initial tasks
- Schedule onboarding call
Removing Members
Remove from Workspace
To remove a member:
- Go to Settings > Team
- Find the member
- Click Remove
- Confirm removal
What Happens
When removed:
- Lose workspace access
- Their workflows remain
- Can be re-invited later
- Account not deleted
Best Practices
1. Least Privilege
Start with Viewer, upgrade as needed.
2. Clear Communication
Tell invitees what to expect.
3. Regular Reviews
Audit members quarterly.
4. Offboarding Process
Remove departing team members promptly.
Troubleshooting
Invitation Not Received
- Check spam folder
- Verify email address
- Resend invitation
- Try different email
Can't Accept Invitation
- Link may be expired
- Ask for new invitation
- Check account exists
- Clear browser cache
Role Issues
- Admin can change roles
- Contact workspace admin
- Check permission settings
Next Steps
- Roles & Permissions - Understand access
- Organizations Overview - Team structure
- Managing Subscription - Add seats