Feature guides / Watch
Invite the right people with the right role
Open General in Workspace settings and find Members.
About 1 minute
AI-generated narration. Captions and a written transcript are available.
Transcript
Open General in Workspace settings and find Members. Confirm the workspace before reviewing access. Team membership applies to the workspace you are managing.
Use Invite to review the invitation form. Enter the intended recipient and choose an appropriate role when you are ready. This recording stops before sending an invitation.
Read the role options and give the person only the access they need. Check who will manage settings and who only needs to use the workspace. Do not assume all members have the same permissions.
Review the recipient and role before sending. After an authorised invitation, check its status in the member list. A pending invitation is different from a person who has accepted and joined.
