Invite team members

Inviting team members gives your workspace the people needed to manage projects, tracker rows, Discord workflows, and follow-ups.

To invite a team member:

1. Open Team.
2. Click Invite Member.
3. Enter their email.
4. Choose a role.
5. Send the invite.

Workspace roles

Common roles are:

• Owner
• Admin
• Lead
• Manager
• Viewer

Owners and admins should be limited to trusted users. Managers should have enough access to update projects, tracker rows, and operational work. Viewers are best for read-only visibility.