Add a team member

Prerequisites

• You must hold the Owner or Admin role in your workspace.
• The invitee must have a valid email address.

Steps

1. Open the Settings menu in the top-right corner and select Team.

2. Click Invite member.

3. Enter the invitee's email address.

4. Select a role from the dropdown. The invitational system roles are:

   • Admin: full workspace administration, including billing. Cannot transfer ownership or delete the workspace.
   • Member: full access except billing and team management.

   Any custom roles your workspace defines appear below the system roles under a Custom roles group. Use these for read-only or responder-style access. See the roles reference.

5. Click Send invitation.

The invitee receives an email with a time-limited link (7 days). Until they accept, the pending invitation appears in the Pending tab.

You cannot assign Owner through an invitation. Invite the person as Admin or Member, wait for them to accept, then use Transfer ownership. The current Owner becomes an Admin after the transfer.

Cancel or resend an invitation

1. Go to Settings > Team > Pending.
2. Find the row for the pending invitee.
3. Use the action menu (...) to Resend or Revoke the invitation.

What happens after acceptance

• The new member appears on the Members tab with the role you selected.
• They can switch between workspaces via the workspace switcher if they belong to more than one.
• An audit-log entry is created for the invitation acceptance.

Seat usage

An active member and a pending invitation both consume a seat. If the workspace reaches its current limit, revoke an unused invitation or compare the available plans on the pricing page.

See also

• Roles reference
• Configure SSO