How do I invite team members to my workspace?

To invite team members to your workspace, go to Settings → Members and use the invite form.

Step-by-Step Instructions

1. Click your workspace name in the top-left corner
2. Click Settings in the menu that opens
3. Click Members under "Workspace" in the left sidebar
4. Find the "Invite Member" card at the top of the page
5. Enter the person's email address in the email field
6. Select their role from the dropdown (Owner, Admin, Member, or Client)
7. Click Send Invite

You'll see "Invitation sent successfully" when the invite is sent.

What happens next

• The invitee receives an email with an Accept button.
• They appear in your member list with a Pending badge.
• Once they accept, their status changes to Active.
• They can access the workspace immediately based on their assigned role.

Which role should I choose?

• Choose Client for an end client. Client access keeps workspace administration, member administration, billing, pricing, and upgrades unavailable.
• Choose Member for an internal collaborator who should work inside the workspace with broader access.
• Choose Admin or Owner only when the person should manage the workspace and its users.

For a white-label client, keep their workspace role set to Client. After the client-role application visibility update has been released to your portal, use Partner Panel → Features to enable only the applications they need.

If that update or those controls are not available in your portal, contact support. Do not elevate an end client to Member as a workaround.

Important notes

• Only Owners and Admins can send invitations.
• You can only invite one person at a time.
• The invitee must sign up (or log in) with the exact email address that received the invite — they can't accept from a different address.
• If the email already has a pending invitation, sending it again resends the invitation with the role you selected.

Related

• General Settings
• Team Members & Roles
• Billing & Credits