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Add a team member

Invite a colleague to your workspace and assign their role.

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 three system roles are:

    • Owner: full access including billing, ownership transfer, and workspace deletion. One per workspace.
    • Admin: full access except billing and transferring workspace ownership.
    • 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.

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 limits by plan

A seat is counted per active member plus any pending invitation.

FreeSML
Team members (seats)2UnlimitedUnlimitedUnlimited
Roles availableAll rolesAll rolesAll rolesAll roles

When every seat on your plan is in use, upgrade to invite more teammates. Everyone already in your workspace keeps full access.

See also

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