Invite people and manage access

Workspace Owners and Admins manage invitations in Settings → People. If you manage several workspaces, use Switch workspace in the top-left team menu first.

1. Open Settings → People.
2. Choose Invite people.
3. Enter one or more email addresses. Press Enter or use a comma between addresses.
4. Review the access summary. The default gives each person workspace access and places them in the default team.
5. Choose Change only when the group needs a different workspace role, team, or team role.
6. Choose Send invitation. When you entered more than one address, the button shows the invitation count.

Invite people together when they need the same access. Start another invitation when someone needs a different role or team. You do not need to create teams before inviting the first group; every workspace already has a default team.

Workspace access and team access have different jobs.

Use Owner and Workspace Admin only for people who must manage workspace-wide settings. A Team Admin can manage one team, but does not receive workspace administration access.

For the complete role model and team-owned work behavior, see Teams and team access.

After you send invitations, open the Invitations view. Each invitation stays there until it is accepted or revoked.

Use the table to check:

• the invited email address
• the intended workspace and team access
• whether delivery is pending or failed
• when the invitation was sent and when it expires

Use the row menu to resend, copy the invite link, or revoke an invitation. Check the recorded state before sending a second invitation to the same address.

Accepted invitations move to the Members view. The member row shows the person, workspace role, team assignments, and joined date. Search applies only to the view you have open.

Use the Members tab to change a workspace role or remove a person from the workspace. Use the Teams tab to change membership or roles for one team.

Before removing workspace access:

1. confirm the person and workspace
2. transfer any product ownership or operating responsibility
3. check integrations, API keys, or automations they own
4. remove the membership
5. rotate credentials they could access when required

Removing someone from one team does not remove their workspace access or their membership in other teams. Every workspace member must keep at least one team assignment.

Use People → Members for workspace roles and invitations, People → Teams for team membership, and Workspaces for workspace names and defaults. Only Owners can create another workspace.

For billing, API keys, and offboarding, see Workspace administration.