Invite your team

Workspace owners and admins can invite teammates and control what each person can do through a role.

Roles

There are four roles:

• Admin — full administrative access
• Manager — a write role for leading a team’s work
• Member — a write role for everyday work
• Viewer — read-only

Write roles (Admin, Manager, Member) can edit records and approve actions. Viewers can see the workspace but cannot change records or approve anything in Approvals.

Inviting teammates

Invite someone by email and assign their role. You can:

• Email the invitation directly, and/or
• Share a copy-able link

The invitee joins after signing in with the matching email address. The role you chose applies as soon as they’re in.

Note

Creating a brand-new workspace requires a work email. But once a workspace exists, teammates on any email — including personal addresses — can join by invitation. Invite people wherever they’re reachable.

Managing invitations

Pending invitations can be revoked at any time before they’re accepted — useful if you sent one to the wrong address or someone no longer needs access.

Tip

Assign the smallest role that lets someone do their job. Start people as Viewer or Member and raise their role if they need more.

Where to go next

• See how roles gate sending in Approvals and governed agents
• Understand read vs. write on the board in Deals and pipeline
• Get everyone started on Today