Team & Members
Team management controls who can enter a workspace, what they can do, and which projects they can see.
Invite Members
- 1.
Open Members
Go to workspace settings and open the Members area.
- 2.
Send invitations
Enter one or more email addresses, choose a role, and send the invite.
- 3.
Confirm project access
For private projects, add members directly to the project after they join.
Roles
Owner
Manages billing, security, workspace settings, and all member access.
Admin
Manages projects, members, moderation, and workspace policies.
Member
Creates posts, tasks, comments, reactions, docs, and project work.
Viewer
Reads workspace content and can participate where viewer actions are allowed.
Access Model
Workspace membership grants baseline access. Private projects, project roles, share links, API scopes, and admin policies narrow or expand what a member can see. When in doubt, check the project member list before assuming a workspace member can access project content.
- Invite people with the lowest role that lets them do their work.
- Use private projects for client, finance, legal, or unreleased work.
- Review project members before sharing external links.
- Remove or downgrade access when someone changes teams.
- Use SSO, passkeys, and 2FA policies for sensitive workspaces.