Invite and manage members

Open Members

In the sidebar, click Settings, then the Members tab.

One row per member; the Seats meter sits at the right of the tab row

The columns are Member, Phone, Role, Status, Teams and Joined. The whole row is a button — there is no menu at the end of it. Click anywhere on a row to open that person. On a phone each member is a card you tap.

Past twenty people the list pages: Previous and Next, with the count between them.

Invite someone by email

Click Invite member. In Invite your team:

• Inviting to shows which workspace they will land in. It is always the one you are working in now — to invite into a different one, switch workspace first from Workspace & team.
• Type the addresses under Email addresses, separated by commas or new lines. Several at once is fine.
• Pick a Role. You can also type a name that does not exist yet and build the role there and then — the role editor opens on top, and the new role is selected here when you save it.
• Click Send invites.

The line under the addresses tracks the seats you have left

The line under the addresses counts your seats down as you type: 4 of 8 seats left on your plan - each accepted invite uses one. If you type more addresses than you have seats it turns red and blocks the send.

Success confirms with how many went out: 3 invites sent — they’ll appear here once they accept.

Add someone who is already on your plan

If the person already works in another workspace on the same plan, they do not need an invite. Click Add from another workspace, search the list — the second line of each person tells you where they already are — pick a Role, and click Add to workspace.

This never uses a seat, because everyone it offers you already holds one.

Approve or reject someone who has joined

Anyone not yet approved shows Pending in the Status column. Click their row, and under Approval use Approve or Reject.

Everything about one person is in their details panel

An already-approved member has no status buttons — removing them is the path instead.

Change someone’s role

In their details, click Change role at the bottom and pick from the list.

It is disabled until the member is approved; the tooltip says Approve the member first.

Put someone in a team

In their details, click Edit beside Teams, then tick the teams they belong to and click Save. You can create a team from here with New team at the bottom left — it is ticked for them straight away, but nothing is saved until you click Save.

With nothing ticked the dialog notes No team = All teams (workspace default) — an ungrouped member sees records across all teams rather than none.

Remove someone who has left

In their details, click Remove member. The dialog walks three decisions, and it is worth reading rather than clicking through.

What goes, who inherits it, and when — all three before you confirm

1. What will be removed — a live count of what they are holding, worked out while you watch (Checking impact…). If they hold nothing it says so.
2. Where their leads go — Workspace owner hands everything to the owner. Choose members lets you pick people instead; with two or more, a Split block appears where you set each person’s Share as a percentage, or click Split evenly.
3. When — the grace option revokes their access now but lets you restore them intact for a few days. Immediately revokes access and tears their assets down on the next sweep.

The button at the bottom follows your choice: Schedule removal or Remove now.

Restore someone you removed by mistake

Inside the grace window, their details open with a banner saying when the removal lands and how long you have left, plus a Restore access button. Their footer button changes from Remove member to Restore access too.