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Invite your team

Invite the people who will review hand-offs, test changes, and maintain the workspace. An owner or admin sends the invitation from the account menu. Each account member inherits their organization role on every workspace. A workspace grant can keep or raise that role for one workspace; it cannot restrict the organization role.

Transactional mail carries the invite. Configure it before sending invitations with Set up transactional mail.

Send an invitation

  1. Open the account menu at the bottom of the dashboard sidebar.
  2. Choose Members.
  3. Choose Invite member.
  4. Enter teammate@example.com in Email address.
  5. Choose Member for someone who needs assigned workspace access, or Admin for someone who manages members and workspaces.
  6. Choose Send invite.

The result includes a backup invite link and its seven-day expiry. Keep that link until the teammate joins. When delivery needs attention, the dialog labels it Share invite link, so you can deliver the same acceptance path through your team’s normal channel.

Review the teammate’s workspace role

On Members, open the Workspaces tab. Owners have access to every workspace. A member receives their organization role in every workspace. Add a member or admin grant when that workspace needs a higher role for that teammate.

Common failure modes

  • The invitation reports an email delivery failure. Copy Share invite link, then review the Resend key and sender address in Set up transactional mail.
  • Add or adjust the teammate’s role in the Workspaces tab after they join.
  • The invitation expires. Send another invitation from Members.