How To
How to invite team members and manage roles
Add people to the workspace, resend or cancel invitations, and keep access aligned with how the team actually works.
How to invite team members and manage roles
Use this guide when more than one person needs access to the workspace.
Steps
- Open Settings -> Organization -> Members.
- Invite the teammate by email.
- Choose the role that matches the access they need.
- Track pending invitations until the person accepts.
- Resend or cancel invitations when needed.
- Review member roles over time as responsibilities change.
What to manage regularly
- pending invites that were never accepted
- roles that are broader than they need to be
- old access that should be removed
Keep access clean
Role management is easier when invitations are labeled clearly and reviewed regularly instead of only during emergencies.