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Open Settings > Team to see members and pending invitations. Owner or Admin access is required to manage the team.

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Invite teammates

  1. Select Invite.
  2. Enter one or more email addresses, separated by commas, semicolons, or whitespace.
  3. Choose View Only, Standard, or Admin. View Only is the default.
  4. Select Send invite or Send invites.
View Only can view workspace work. Standard can create, edit, and export. Admin can also manage team and workspace settings. Owner is not an invitation role. Invitations are subject to the subscription’s member limit. Invitation links expire after 24 hours; resend an expired invitation from Pending invites. Custom access-expiry enforcement is not available, even if the invitation dialog displays that control.

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Manage invitations and members

  • Resend invitation > Resend sends a fresh invitation.
  • Cancel invite > Delete revokes a pending invitation.
  • A member’s row menu can change their role or Remove member, with confirmation. Removed members need a new invitation to return.
You cannot change your own role, remove yourself through the member menu, or change or remove the Owner there. Use Profile to leave a workspace.

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Full agent access

Owner and Admin accounts always have Full agent access. An administrator can grant or revoke it for other members with the row’s switch; the change saves immediately. This enables Full permissions as an agent mode without changing the member’s ordinary workspace role.

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Find and review members

Search by name or email. Filters include All, Admins, Standard, Guest, and Pending invites; Guest means View Only. Sort by name, role, joined date, or last seen. Export CSV exports the whole member list, including members outside the current filter. It does not export pending invitations. When available, administrators can accept or reject Join requests, or use Add from other organizations to add eligible teammates from another workspace with a selected role.