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Team members

Invite and manage team members.

Add colleagues or contractors to your workspace, assign each an access role, and manage their status from Settings.

Updated May 2026

01

Invite a team member

Owners and Admins can invite people from the Team Management panel in Settings. The invitee receives a login link by email and joins your workspace once they sign in.

  1. Open Settings and go to the Team tab.
  2. Click Invite Member to open the invite form.
  3. Enter the email address of the person you want to add.
  4. Pick an Access Role of Admin, Editor, or Viewer.
  5. Click Invite to save the invite and send the login link.

02

Track invite status

Each member row shows a status of Pending or Active. A member stays Pending until they accept the invite by signing in with the invited email.

  1. Review the Status column in the Team Management table.
  2. Leave a Pending member alone until they sign in to accept.
  3. Open the row menu and choose Activate Member to mark a Pending member Active manually.
  4. Confirm the member shows Active before relying on their access.

03

Change a role or remove a member

The row actions menu lets the Owner update a member role or remove them from the workspace entirely.

  1. Click the actions menu on a member row.
  2. Choose Admin, Editor, or Viewer under Change Role to update access.
  3. Choose Remove User to take the member out of the workspace.
  4. Confirm the removal when prompted.

Notes

Invites use a magic login link, so each invited person needs access to the email address you entered before they can join.