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
- Go to Settings > Member Management and select the Invite button.
- Enter the email address of the person you want to invite and send.
- The recipient clicks "Join" in the invitation email, is directed to the login page, and completes sign-up.
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.
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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