Invite another user to a workspace and assign them a role.
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Goal
Add a new member to an existing team workspace.
Preconditions
- The workspace is a team workspace, not a personal workspace.
- You are an Owner or Moderator.
- The workspace member quota is not reached (see product / plans and roles).
- You know the invitee's email.
Steps
- Open the workspace Members settings.
- Click Invite member.
- Enter the invitee's email.
- Pick a role: Member (default), Moderator, or Guest.
- Optionally add a personal message.
- Click Send invitation.
The invitee receives an email with a sign-up or join link.
Verify success
- The invitee appears in the Members list with status "Invited."
- After they accept, status becomes "Active."
Common pitfalls
- Inviting to a personal workspace is not allowed; create a team workspace first.
- Defaulting to Owner role is dangerous; Owner has billing access and should be limited to actual workspace owners.
- Plan quota exceeded disables the invitation send button. Upgrade or remove an inactive member first.
Revoking access
In the Members list, open the member's overflow menu and choose Remove. The user loses access immediately. Their authored content stays in the workspace.
Related
- product / plans and roles — what each role can do.
- product / workspaces — workspace settings.
/docs/user-rights.md— full permissions matrix.