Who can invite members
Owner and Admin roles can invite new members. Finance, IT, and Viewer roles cannot.
Sending an invitation
- Go to Settings in the left sidebar.
- Select the Team tab.
- Enter the invitee's work email.
- Choose their role (see Roles and permissions for what each role can do).
- Click Send invite.
The invitee receives an email with a link to join the workspace. The link is valid for 7 days.
Pending invitations
After sending an invite, it appears in the Pending invitations list on the Team tab. If an invite expires or the person didn't receive it, you can resend it from the pending list.
Cancelling a pending invite
Click the Cancel button next to a pending invite to revoke it before it's accepted.
Removing a member
Click Remove next to their name on the Team tab. Removed members immediately lose access. Their past actions remain in the audit trail.
Only Owners can remove other Owners.