Invite members

Team Roles

Control workspace access with role-based permissions:

Additional Permissions

Fine-tune access beyond basic roles:

• Manage workspace – Modify settings and configuration
• Manage billing – Access subscription and payment settings
• Manage members – Invite, remove, modify team members
• Manage boards – Create, edit, delete boards
• Moderate all boards – Review and manage content across boards
• Configure branding – Customize appearance and theme

Invite Process

1. Go to Settings → Team
2. Click Invite member
3. Enter email address
4. Select role and permissions
5. Send invitation

Invited members receive an email with workspace access link.

Team Management

From Settings → Team, you can:

• Modify member roles and permissions
• Resend pending invitations
• Revoke unaccepted invitations
• Remove team members
• View member activity and access history

Best Practices

• Assign the minimum role needed for each member's responsibilities
• Use Viewer role for stakeholders who need visibility without editing access
• Reserve Admin role for team members who manage workspace settings and billing
• Review team access regularly and remove inactive members