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In this sectionSet up your workspace

Members, roles and invitations

Invite colleagues into a workspace and choose what each person can do. Each plan includes a number of members, and invitations expire after 14 days.

  • 5 min
  • Paid plans

Screens from October 2026

In the app:Settings, then Members & access

Paid plans

Inviting people needs a paid plan. Free includes 1 member, the owner.

Members & access lists everyone in the workspace and their role. In Settings, select Manage members & invitations to open it. Owners and admins can invite people and change roles. Everyone else can see who has access.

Members & access with four members, an owner, an admin and two editors, one of them marked Agency staff · Northgate Grant Partners, the Invite people button and an empty Invitations list.
Lanternfield Community Theatre's four members. Example workspace · fictional data

Roles

  • Owner: created the workspace or was given it. Each workspace has one owner, who chooses the plan.
  • Admin: Edit work, manage access, and update settings.
  • Editor: Create and edit projects, drafts, and documents.
  • Viewer: View work without making changes.
What each role can do
What they can doViewerEditorAdminOwner
Read projects, grant drafts, and documentsYesYesYesYes
Create and edit work, and add documentsNoYesYesYes
Add, remove, or change access for editors and viewersNoNoYesYes
Add, remove, or change access for adminsNoNoNoYes
Manage billing, download all data, delete the workspace, or change its ownerNoNoNoYes

Invite people

  1. Open the invite form

    Select Invite people on Members & access. The button is also on the Organization page and in the workspace menu.

  2. Add email addresses

    Enter up to 10 addresses, separated by commas or by pressing Enter.

    The Invite people dialog with an empty email field, Viewer, Editor and Admin access choices, and the table of what each role can do.
    Example workspace · fictional data

  3. Choose their access

    Choose Viewer, Editor or Admin. Only the owner can invite admins, and billing and ownership stay with the owner.

  4. Send the invitations

    Select Send invitation, which reads Send 3 invites when you add three people. Each person gets an email with a link to join. They get access to this workspace only, never your other workspaces.

Invitations

Under Invitations, each invitation shows whether its email was delivered and whether the person has joined. A pending invitation expires 14 days after it's sent.

  • Resend emails a new link, and the previous link stops working.
  • Revoke cancels the invitation, so the person can't join with it.
  • Send new invitation replaces one that expired.

The person must join with the email address you invited. If an invitation shows Email bounced, check the address before you send it again.

Seats on each plan

Members included in each plan, the owner included
PlanMembers
Free1
Solo2
Team5

Pending invitations hold a seat until they're accepted, revoked or expired. When every seat is in use, Members & access says so, and only the owner can change the plan.

Members & access in Mara Quinn's Free workspace: a notice that inviting people needs a paid plan, with one member, the owner.
A Free workspace, where inviting someone needs a paid plan. Example workspace · fictional data

Change a role or remove someone

Select the ⋯ menu on a member's row, then choose an option such as Change to Editor, or Remove member. Someone you remove loses access right away. Their work stays in the workspace.

Note

Admins manage editors and viewers. Only the owner manages admins, billing and the workspace itself.

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