Members & Invitations
Invite teammates, assign workspace roles, and manage access from Members and invites in the workspace menu. Workspace details, defaults, timezone and failure emails live separately in Workspace Settings.
- Use it to
- Invite people in batches, update Admin, Manager, Member, and Viewer roles, approve join requests, and remove departing members
- Find it
- Workspace menu → Members and invites, or canvas Share → Invite to canvas
- Limits
- Up to 20 email addresses per invitation batch · At least 1 Admin must remain
- Instead
- Workspace Settings (for default roles on new invites, failure alerts, and workspace timezone)
Workspace Roles
Use Permissions and Access for the full role comparison ( matching the What each role can do cards on the Members page). Each higher role includes all capabilities of the lower roles. Assigning Admin gives workspace billing controls, while Managers and Members see usage only (See usage, not billing); see Payer accounts and workspace access.
| Role | Invite members | Change roles | Remove members | Review join requests | Reassign shared automations |
|---|---|---|---|---|---|
| Admin | Any role (up to 20 per batch) | Any role (at least one Admin must remain) | Any other member | Yes | Any Team or Public automation |
| Manager | Member or Viewer | Between Member and Viewer | Members and Viewers | Yes | Shared automations owned by Members, Viewers, or former members |
| Member | No | No | Leave own membership only | No | Own automations only |
| Viewer | No | No | Leave own membership only | No | No |
Managing Members
Open Members and invites from the workspace menu (or use Invite to canvas inside the canvas Share window to invite someone directly to a specific automation). Admins, Managers, and Members see the directory (including each member’s role, automation count, and Joined date) and pending invitations; Viewers see their own role and a Leave team action.
Invite Members
Open Settings
Open Members and invites from the workspace menu (or open Share on the canvas) and locate Invite people.
Invite
Enter up to 20 email addresses separated by commas, semicolons, or spaces. Check Invite as to confirm the role for the batch; the selector starts on the workspace’s saved default role for new members when your role can grant it.
Send
Select Send invite. Check the result before retrying, as invitations can save even when email delivery is unconfirmed. Invitees join with Accept and join using the invited email address.
Review both access paths when a partner leaves. Removing a direct workspace membership does not end an MSP delegation grant. Review Team settings → Governance separately. See MSP delegation.
Join Requests
When someone outside your workspace requests access via a shared link, their request appears under Join requests in Members and invites. Workspace Admins and Managers can review and answer these requests.
Review the Request
Check the requester’s identity, email address, and when they asked.
Approve or Deny
Select Approve or Deny, review the workspace and requester in the confirmation dialog, then confirm. Approval adds Member access to the workspace, not a view-only guest role for one automation. Denial grants no access. Opening a request or following an email link does not decide it.
A request closes without granting new access if the person has already joined or left the workspace since asking. Sending an invitation alone does not make them a member.
Check the Result
Check the saved decision separately from confirmation-email delivery. Retry confirmation email retries the notification, not the membership decision.
- Run
- Invite a teammate from Members → Invite people and check the Pending filter
- You should see
- The pending invitation row appears immediately with its expiration date and Resend / Revoke actions.
What’s Next?
- Permissions and Access for the full role comparison and other access paths.
- Workspace Settings for defaults, failure emails and leaving or deleting a workspace.
- Signing In and SSO for corporate sign-in options.