Inviting Team Members

This guide covers how team administrators invite new members, choose their role, and decide which workspaces they land in.

Invite a new member

1. Open Settings → Members and click Invite new member.
2. Enter their email (required), and optionally their first name, last name, and phone number.
3. Choose a role (see below).
4. Optionally choose Workspaces (see below).
5. Click Invite.

The new member receives an invitation email to join your team.

Choosing a role

Role	Access	Seat
Admin	Manage team settings, members, billing, workspaces, and all team content.	Uses a seat
Editor	Create and manage documents, templates, contacts, and day-to-day workspace content.	Uses a seat
Viewer	View shared documents and content without creating or editing.	No seat

See Team roles for the full permission breakdown, including custom roles.

Note

Seats Admin and editor roles use a seat from your plan. Viewer role does not use a seat. Once all seats are taken, you can still invite new members, but only with the viewer role, until you free up or buy more seats.

Pre-assigning workspaces

Instead of inviting someone and then adding them to workspaces afterward, choose the workspaces upfront in the Workspaces field of the invite modal.

1. Click the Workspaces field to open the picker.
2. Search for a workspace by name, or scroll the list.
3. Select one or more workspaces. The workspace marked By default is used automatically if you select none.
4. Optionally click Create workspace to add a new one on the spot.
5. Click Done.

Leaving the field empty adds the new member to the default workspace only. This is the only time you choose a member’s workspaces during the invite flow; afterward, manage their workspace membership from Settings → Workspaces.

Related guides

• Team roles - full permission breakdown per role
• Team configuration - session policy and document upload settings that apply to all members