Before you start
You must have theowner or admin role to invite, re-role, or remove anyone. A
member sees the list only.
The three roles
One workspace has exactly one
owner. You can invite people as admin or member.
Pick member for anyone who only needs to read: an analyst, a client, a contractor.
Invite a teammate
- Open Settings → Team.
- Select invite.
- Enter their email address.
- Choose
AdminorMember. - Select send invite.
Pending invitations card.
They must sign in with the same email address you invited. A different address returns
Email does not match invitation.
Manage a pending invitation
The row shows when the invitation was sent and when it expires.
Change a role
- Open the role select beside the member.
- Choose the new role.
admin cannot edit an owner and cannot grant the
owner role.
Transfer ownership
- Open the role select beside the member.
- Choose
Owner. - Confirm in the
Promote to owner?dialog.
Remove a member
- Select the trash button beside the member.
- Confirm in the
Remove from workspace?dialog.
owner. Transfer ownership first.
Verify
Reload Settings → Team. TheMembers count matches your team, and the removed person
no longer appears.
When it doesn’t work
Review this list whenever an employee, contractor, or agency relationship ends.
Next
- Account and billing: the full permission matrix.
- Plans and billing: why only the owner opens the portal.
- Delete a workspace: remove the workspace instead of its members.