Overview
This guide explains how to invite new users to your workspace, assign them roles, and remove them when needed.Before You Start
- You must be a Workspace Admin or Entity Owner to invite or remove users
- Have the email addresses of the people you want to invite ready
- Decide in advance what role each person needs — see Understanding Roles & Access
Inviting a New Team Member
1
Open the workspace tab
Navigate to settings and open the workspace tab on the page.
2
Open Manage Access
Find the Workspace from the list and select Manage Access tab to see all current workspace members and their roles.
3
Invite the member
Click Invite Member and enter the person’s email address. Select their workspace role:
- Workspace Admin: if they need to manage members and integrations
- Workspace Member: if they need to upload files and participate in workflows
4
Send the invite
Click Send Invite. The person will receive an email invitation to join the workspace.
Assigning or Changing a Role
To change an existing member’s role, find them in the Members list, click the role dropdown next to their name, and select the new role. Changes take effect immediately.Removing a Team Member
To remove someone from a workspace, find them in the Members list and click Remove. They will lose access to the workspace immediately but their files and conversations will remain.Important Notes
- Only one organisation-level role can be assigned per user. If someone needs broader access across the whole organisation, their entity role needs to be updated — not just their workspace role.
- Removing someone from a workspace does not delete their account from the organisation. To fully remove a user from the organisation, this needs to be done at the entity level by an Entity Owner or Admin.