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By the end of this page you’ve invited someone to the workspace, and you know how to change their role or remove their access again later.
Where
Settings→Access
Your role needs
Read access to Access read-users. Admin, Member and Viewer have it by default.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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Before you begin

  • Inviting, changing a role and removing someone are each gated on their own permission. A role that can open this tab doesn’t necessarily hold any of the three, and the control for the one it lacks just doesn’t render.
  • You can only hand out a role whose permissions you hold yourself. Picking one that goes past your own is refused when you send, not hidden from the list.
  • The workspace owner’s row and your own row never show a role dropdown or Delete. Nobody can change the owner’s role, and nobody can change or remove their own access from this table.

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Steps

1

Open the Access tab

Go to . Everyone currently in the workspace is listed there, one row each, with their email and the role they hold in this workspace.
2

Add the email addresses

Type an email under Invite team members and press . Repeat for everyone you want to invite in one go. Each address turns into a chip, and anything that isn’t a valid address is dropped again with a warning, so only real addresses stay in the field.Invite as and Invite only appear once you’ve added at least one address.
3

Choose the role they join with

Open Invite as and pick from the roles your workspace already has: the system roles plus any custom role you’ve built. It opens on Member, so leaving it alone invites at that role. See Roles & Permissions for what each one can do.
4

Send the invites

Choose Invite. Every address on the list gets an email (an account is created for anyone who doesn’t already have one), and a toast confirms the invites went out.
5

Change someone's role later

Find them in the members table and open the role dropdown in their row, then pick the new role. There’s no save step: the change goes through as soon as you pick it, and a “Role updated” toast confirms it.
6

Remove someone from the workspace

Choose Delete in their row, then Confirm in the dialog, which names the person and the workspace. This takes their role away in this workspace only. Their account, and any other workspace they belong to, is left alone.
When you are on a partner-branded domain, a member whose address is on our own staff domain shows here as Account team instead of their email.

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What happens next

Every address you invited is in the members table right away, on the role you picked, and each one has an email with a link that signs them in.
Membership is attached when you send, not when they open the email, so there is no invitation for them to accept and no pending state to chase. The row is already a full member. Nothing on this screen tracks whether the email has been opened. See Joining a workspace you were invited to for what an invited member sees on their side.

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Troubleshooting

Two different things. An address that fails the format check is added and then removed again with a warning, so retype it and press . Text you typed but never committed with stays sitting in the field without becoming a chip, and only chips count. With none of them, Invite as and Invite don’t render at all.
An invite to someone who is already a member only resends the email if the role you picked is the one they already hold. Any other role is refused, with a message telling you to change it from their row instead, which is what you should do. Because the addresses are sent one request each, a rejection part-way through a batch doesn’t undo the invites that already went out, and the field keeps every chip.
Neither control ever appears on the workspace owner’s row or on your own: nobody, including you, can change the owner’s role or remove the owner, and nobody can change or remove their own access from here. Three more rules are enforced when you send rather than on screen: the last remaining admin can’t be demoted or removed, you can’t grant a role holding permissions you don’t hold yourself, and you can’t remove a member whose role outranks your own. Each one comes back as a sentence naming what stopped it.

Roles & Permissions

The three system roles, how custom roles are built, and what each permission unlocks.

Joining a workspace you were invited to

What an invited member sees when they open the link, from their side.