How to invite and manage members

about 8 minutes

Invite people so they can work in the same workspace. A role controls their access. This example follows one test member from invitation to removal.

Before you start

Use the workspace owner account for member management. Open the invitation as the recipient in a separate browser session so the owner's session stays available.

Step 1 — Open Members

Open your account menu and click Settings. Click Members.

Settings Members shows the invitation form and the current owner.

Step 2 — Enter the invite email

Under Invite someone, enter the person's Email. We used test-member2@example.test.

The invite Email field contains the fictional member address.

Step 3 — Choose the invite role

Choose Member from Role for this example. The invite form also offers Admin.

The Role list is set to Member.

Step 4 — Send the invite

Click Send invite. Check the message that the invite was emailed. The person also appears under Pending invites until they join.

The app confirms that it emailed the invitation.

Step 5 — Open the invitation email

As the recipient, open the invite email titled You've been invited. Click Accept invitation.

The test invitation email with Accept invitation outlined.

Step 6 — Continue as the invited person

Check the address after Continue as. Click Continue.

The invitation page offers Continue for the test member.

Step 7 — Join the workspace

Check that Signed in as shows the invited email. Click Accept invite. The workspace opens with Member below its name.

The invitation confirmation page with Accept invite outlined.

Step 8 — Choose a new role

Return to the owner's session and reload Members. In the member's row, open the role list and choose Admin.

The joined member's role list is outlined in the Members table.

Step 9 — Confirm the role change

Check the email and new role in the confirmation. Click Change role.

The confirmation asks to change the test member's role to Admin.

Step 10 — Check the saved role

Reload Members. Check that the person's role is Admin. We also saw Admin in that person's workspace sidebar.

The member row shows the saved Admin role.

Step 11 — Start removal

To end this person's access, click Remove in their row.

The Remove button for the fictional member.

Step 12 — Confirm removal

Check the email in the confirmation and click Remove. The removed account no longer opens this workspace; in our test it returned to Create your workspace.

The confirmation asks to remove the test member from the workspace.

Tips

The invite page says links work once and expire in 14 days.
New link and Revoke appear beside pending invitations.
Only an owner can change another owner, according to the Members page.
An invited person can set a first password under Password in My profile. Current password is not needed for this first password.