Workspace & Company SetupUpdated May 2026
Members and Access
How to invite team members and manage their roles and access.
Access:OwnerAdmin
Overview
The Members page shows all users who have access to your workspace. You can invite new members, change their roles, or remove them at any time. Only Owners and Admins can manage members.
How to Invite a Team Member
- 1
Go to Settings in the sidebar.
- 2
Click Members (or go to the Members page directly).
- 3
Click the Invite Member button.
- 4
Enter the person's email address.
- 5
Select their role (Admin, User, or Viewer).
- 6
Click Send Invitation.
- 7
The person receives an email invitation. Once they accept, they appear in your Members list.
Member Actions
| Field | Required | Description |
|---|---|---|
Invite Member | — | Send an invitation email to a new user. |
Change Role | — | Update a member's role at any time. Click the role dropdown next to their name. |
Remove Member | — | Remove a member's access. They will no longer be able to sign in to this workspace. |
Resend Invitation | — | If an invitation expires, you can resend it from the pending invitations list. |
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Note
Invitation links expire after 7 days. If a member has not accepted their invitation, use the Resend option to send a fresh link.
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