How to invite members

Add team members to collaborate in your workspace. All plans include unlimited members.

Overview

Invite team members by email. They'll receive an invitation to join your workspace.

Prerequisites

• Workspace admin or owner permissions
• Email addresses of people to invite

Steps

1. Go to Settings (gear icon)
2. Under Workspace, click Members
3. Click Invite member
4. Enter the email address
5. Select a role (if role options are available)
6. Click Send invitation

Confirmation: The invitation appears in the pending invitations list.

Invitation process

1. You send: Invitation sent via email
2. They receive: Email with link to accept
3. They accept: Click link, create account (if new) or sign in
4. They join: Appear as active member in workspace

Member limits

All plans include unlimited members:

Managing members

View members

Settings → Members shows:

• Active members
• Pending invitations
• Member roles

Remove a member

1. Find the member in the list
2. Click the menu (three dots)
3. Select Remove

Removed members lose access immediately but can be re-invited.

Cancel an invitation

1. Find the pending invitation
2. Click the menu (three dots)
3. Select Cancel

Resend an invitation

If someone didn't receive the email:

1. Find the pending invitation
2. Click the menu (three dots)
3. Select Resend

How to transfer workspace ownership

Owners can transfer ownership of a workspace to another active member.

Prerequisites

• You must be the current workspace Owner
• The new owner must be an active member (not a pending invitation)

Steps

1. Go to Settings → Members
2. Find the member who will become the new owner
3. Click the menu (three dots) on their row
4. Select Transfer ownership
5. Confirm the transfer

What happens after transfer

• The selected member becomes the new Owner
• You (the previous Owner) become an Admin
• All workspace content and settings remain unchanged

Role visibility

After becoming an Admin:

• You will not see action menus on your own row
• You will not see action menus on the Owner's row
• You can manage Editor and Viewer roles only

Why transfer ownership

Transfer ownership when:

• Leaving the organization but the workspace should continue
• Handing off a project to a new lead
• Reorganizing team responsibilities

Result

After a member joins:

• They can access workspace content
• They appear in the members list
• Their actions are logged for collaboration

Tips

Check spam folders: Invitation emails sometimes end up in spam.

Use work emails: Company email addresses are easier to manage.

Remove inactive members: Good security practice to remove people who no longer need access.

Related

• Workspaces reference — Workspace configuration
• Settings reference — All settings documentation