Before you begin
Open Settings › Members using an account with team-management permission. Check your available seats before sending invitations. An owner controls owner-level actions and changes to administrator access.
Invite a teammate
- In Settings › Members, find Invite a teammate.
- Enter the person’s email and select the appropriate role, Member or Admin.
- Send the invitation. The recipient uses the emailed link to join the workspace.
- Review pending invitations on the same screen. Resend an expired or missing invitation after confirming the address.
- For a Member, review their feature access and project or customer scope before they start work.
Remove access
Find the teammate in Settings › Members and choose Disable. Review the confirmation and confirm the change. Their existing work stays in the workspace.
The workspace owner’s role is changed through ownership transfer. Do not try to disable the owner as a substitute for transferring ownership.
Review pending invitations as well as active accounts when a person leaves. If you cannot manage the relevant person, ask the owner to make the change.