Team Management
Invite members
Inviting members allows owners and authorized admins to add people into the workspace. This is how a workspace grows from a solo setup into a real operating team.
Why inviting members matters
A workspace becomes much more useful when the right people can:
- manage projects
- update deals
- handle follow-ups
- support operations
- review performance
- help run public hiring or verification workflows
To invite a member
- 1.Open the Team page.
- 2.Click Invite Member.
- 3.Enter the person’s email address.
- 4.Choose the appropriate role.
- 5.Send the invitation.
What happens after the invite
After sending the invite:
- the user receives a workspace invitation
- their status appears as invited until accepted
- once accepted, they become an active workspace member
Who should be invited
Invite people who need real access to the workspace, such as:
- operators
- collab managers
- leads
- trusted admins
- relevant viewers
Things to think about before inviting
Before sending an invite, decide:
- what role the person should have
- whether they need editing power or just visibility
- whether your plan still has available team member capacity
Limits
Depending on your billing plan, your workspace may have a team member limit. If you reach the limit:
- new invites may be blocked
- you may need to upgrade before adding more members
💡Best practices
- assign the lowest role that still gives the person what they need
- avoid handing out admin access too casually
- review invites that remain pending for too long
- make sure invited users are expected and relevant to the workspace