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How do I Invite Team Members?

Learn how to invite members to your workspace and manage their roles.

Only Admins can invite other members to your workspace.

You can manage your team members from the Members section in Settings.

To add a new team member, click Invite Member and enter their information to send an invitation.

Clicking Invite Member will open the pop-up window shown below.

For each team member you’d like to invite:

  1. Enter their email address.

  2. Select their role.

  3. Click Add to send them an invitation.

You can add multiple team members and send their invitations all at once by clicking Invite. Each invited team member will receive an email invitation to join the workspace.

They must accept the invitation, which will prompt them to complete their personal information, including their name, email address, and password. Once they complete the setup process, they will be able to access the workspace.

Manage Pending Invitations

Using the three-dot menu, Admin users can resend invitations that were not received or cancel pending invitations.

Once a team member accepts the invitation and completes their account setup, their email address and name will automatically move from Invited to the appropriate Editor or Admin label based on the role they were assigned.

Need Help Assigning Members to Projects?

Click the button below to view our Per Project Member Access help article:

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