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Open Team Management > Members to review the team roster and invitations.

Roles

For the detailed comparison and good practices to share with Members, see Roles and permissions. The product can grant additional access to administrator accounts outside the team-role hierarchy.

Invite a member

Owners and Managers can:
  1. select Invite Member;
  2. enter the email address;
  3. choose the role: Manager, Member, or Viewer. Only the Owner can invite a Manager;
  4. for a Viewer, select the workspaces they can access;
  5. select Send Invitation.
The new member receives an email with instructions to join. Managers and Members receive team-wide workspace access according to their role. Viewers require explicit workspace assignments. Inviting members can require a plan upgrade.

Manage an existing member

Use the row menu to change an editable member’s role or a Viewer’s workspace access. Role changes take effect across the team and can change both navigation and API permissions. The Owner has protected status. Follow the ownership-transfer workflow rather than trying to remove the Owner directly.

Pending invitations

Pending invitations can be resent or revoked by an Owner or Manager. Confirm that an invitation was sent to the intended address before resending.