Inviting Users
Invite new workspace users, choose the right role, and review invitations from the Invites tab.
Overview
The Invites tab in Team Members helps you add new people to a workspace and track outstanding invitations.
Use this area when you need to:
- invite a new user by email
- choose the workspace role they should receive
- review whether an invitation is still active or has expired
- delete invitations that are no longer needed
Before you start
- Open the correct workspace before sending invitations, since invitations are workspace-specific.
- You need permission to invite users in the current workspace.
- Have the person’s email address ready and decide which role they should receive.
Send a workspace invitation
Open your workspace
Go to the Dashboard and switch into the workspace you want to manage.
Open Settings
Use the main navigation to open Settings.
Open Team Members
Open Team Members from the Team & Access section.
Click Invite User
Use the Invite User button in the top-right corner.
Enter the email address
Type the email address for the person you want to invite.
Choose a role
Select Admin, Member, or Read Only for the invitation.
Send the invite
Click Invite to create the invitation.
Review the Invites tab
Open the Invites tab
From the Team Members page, switch from Users to Invites.
Review invitation records
Use the table to review invited email addresses, status, and creation dates.
Check status
Look at the Status badge to see whether an invitation is Active or Expired.
Delete an invitation
Find the invitation
Locate the invitation record you want to remove in the Invites table.
Open row actions
Use the action menu on that invitation.
Choose Delete
Select Delete and confirm the action.
Confirm the record is gone
After deletion, the invite should no longer appear in the table.
Pick the right role before inviting
| Role | Typical use |
|---|---|
Admin | For people who manage workspace settings and team access |
Member | For teammates who actively work in the workspace |
Read Only | For people who only need view access |