Owners and admins invite people. You can invite one person at a time by email, or share a team link.
Invite someone by email
- Go to Settings, then Invites.
- Under Invite a person, enter their work email.
- Click Choose a role and pick one.
- Click Create invite.
An email invite works once, only for that address, and expires after 7 days. To cancel one, find it in Invite history and click Revoke.
Share a team link
Click Create team link and share it with your team. Anyone with the link joins as a member. To stop an old link working, click Reset link.
Roles
- Viewer can read everything they have access to but cannot change it.
- Member can work on tasks, channels, chats and routines. On the Members page this role is shown as Operator.
- Admin can also invite people, create agents, approve join requests and change workspace settings.
- Owner can do everything, including managing members. Only an owner can change or remove another owner.
Change or remove someone
Go to Settings, then Members. Click Edit member to change a role or suspend access, or Remove member. When you remove someone, you can hand their open tasks to someone else.
Your plan sets how many teammates a workspace can have.