Members & roles

Invite people to the workspace, manage their roles and assign them to teams.

In Members you manage who has access to the workspace, with what role, and which teams each person belongs to.

Roles

  • Admin: manages members, invitations, integrations, automations, states and billing.
  • Member: works normally in the workspace.
  • Guest: more limited access.

In addition, each workspace has an owner (whoever created it), with rights over its lifecycle (rename and delete).

How to use it

  • Invite: in Settings → Members, enter the email and the role; an invitation link is generated for you to share. The invite is single-use and expires after 7 days.
  • Revoke pending invitations from the same list.
  • Teams: admins distribute members across teams and set their role within each.

Details

  • Inviting, listing and revoking is for admins.
  • The number of members is subject to your plan’s limit (it also counts pending invitations); see Billing & plans.

Related: Billing & plans · Workspace settings.