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Account & Permissions

Inviting Members and Managing Permissions

How to invite members by email and understand the difference between Owner, Admin, and Member roles, plus how to remove, leave, or delete a workspace.

Invite members to your workspace and understand the difference in permissions by role.

1. Inviting a Member

  1. Go to Settings > Member Management and select the Invite button.

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  1. Enter the email address of the person you want to invite and send.

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  1. The recipient clicks "Join" in the invitation email, is directed to the login page, and completes sign-up.

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2. Roles and Permissions

There are three roles in a workspace.

  • Owner: The highest-level role; manages the plan and billing (credits).
  • Admin: An operational role that manages tasks and members. Cannot manage the plan.
  • Member: Carries out assigned tasks. Has no management or billing permissions.

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3. Removing a Member

  • A removed member loses access to all pages in the workspace.
  • To re-add them, you must send a new invitation.

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