Members & Invitations
Invite team members, manage access, and handle workspace invitations
Members & Invitations
Collaborate with team members by inviting them to your workspace, managing their roles, and accepting invitations from others.
Inviting Members
Admins and creators can invite new members:
Access Workspace
- Go to Workspaces tab in Account
- Click "Manage" on workspace
- Scroll to "Invite Members" section
Send Invitation
- Enter member's email address
- Select role (User or Admin)
- Click "Send Invitation"
Invited member receives email with invitation link.
Limits: Member invitations are limited by your workspace's member limit.
Managing Members
View and manage all workspace members:
Member Information:
- Email address
- Role (Creator, Admin, User)
- Join date
- Who invited them
Available Actions:
Change Role
Admins and creators can change member roles:
- Select new role from dropdown
- Changes apply immediately
- Creator role cannot be changed
Permissions:
- Creators - Can change any member's role
- Admins - Can only promote Users to Admin
Remove Member
Admins and creators can remove members:
- Click trash icon next to member
- Confirm removal
- Member loses workspace access immediately
Restrictions:
- Cannot remove yourself
- Cannot remove the creator
- Admins can only remove Users
Accepting Invitations
When invited to a workspace:
View Invitations
- Click user avatar → "Workspaces"
- Go to "Invitations" tab
- See all pending invitations
Review Invitation
Each invitation shows:
- Workspace name
- Inviter's email
- Your assigned role
- Invitation date
Accept or Decline
Accept: Click "Accept" → Join workspace → Switch to new workspace
Decline: Click "Decline" → Invitation removed
Roles & Permissions
Creator
The workspace creator has:
- Full workspace control
- Can delete workspace
- Can manage all members
- Can change any member's role
- Cannot be removed
Admin
Admins can:
- Invite new members
- Edit workspace settings
- Remove User role members
- Promote Users to Admin
- Create and manage BVs
User
Users can:
- Read only access
- View workspace information
- No member management access