Invite a teammate and review access

Team shows who can access the workspace and provides the invitation workflow. Assign the role appropriate to the work the teammate needs to do.

Navigation pathConfiguration → Team

PrerequisitesPermission to invite or manage members and the teammate email address.

Usage steps

Review the existing member list and use Search by name or email to avoid a duplicate invitation.
Select Invite Member. Enter Email Address and choose the Role offered by your account.
Add a Personal Message if useful. Check the recipient and role before selecting Send Invitation.
The recipient follows the email invitation to join. Return to Team to confirm membership or review a pending invitation if shown.
Use Edit on an eligible member row to review available role or access changes. Confirm the intended permissions before saving.

Invite a teammate and review access — Figure 41. The invitation form separates recipient, role and optional message.

Expected result. The teammate receives the invitation and can join with the assigned access.

Practical notes and troubleshooting. Owner, Admin, Member and Viewer are visible role categories. The exact permission matrix should be confirmed with your organisation administrator.

Manage member sign in credentialsUser Credentials lets an authorised administrator create a member account or update the password of an existing workspace member. Use this only for an approved account administration request.Configure notifications and support ownershipNotifications lets you choose who receives event alerts. Support settings selects the default owner for new workspace tickets.