Inviting Team Members
Team management is available under Settings (accessible via the gear icon in the sidebar). If you have the 'Manage Users' permission, you can invite new members to your company workspace.
How to Invite Members
- Go to Settings and select the Team tab.
- Click the 'Invite Members' button in the top right corner of the Team Members section.
- Enter the email address of the person you want to invite.
- Select a role for the new member (e.g., Company Admin, Editor, Viewer, or a custom role).
- Click 'Send Invitation'.
- The invited person will receive an email with a link to join your workspace.
Managing Invitations
Pending invitations appear at the top of the Team Members section. For each pending invitation you can:
- Resend -- Click the refresh icon to send the invitation email again (useful if the original was missed)
- Revoke -- Click the X icon to cancel the invitation before it is accepted
- View status -- See the assigned role and expiration date for each invitation
Invitations expire after a set period. If an invitation expires before it is accepted, you will need to send a new one.
Managing Existing Members
The Team Members list shows all current members of your workspace. For each member, you can see their name, email, role, and status. Admins can change a member's role or remove them from the workspace.
The number of team members is limited by your plan. Starter allows up to 3 users, Professional up to 10, Business up to 30, and Enterprise is unlimited. If you hit your limit, you will need to upgrade or remove an existing member before inviting new ones.