Teams and collaboration

Members & roles

Invite colleagues to your organization and workspaces, assign roles, and manage pending invitations.

Requester

To bring colleagues in to collaborate, first understand the two member tiers: organization members belong to the company entity, while workspace members are people permitted to work in a specific workspace.

Two member tiers

  • Organization members: Belong to the organization. People who accept workspace invitations automatically become organization members. Organization roles (owner, administrator, member) do not grant workspace access on their own.
  • Workspace members: Hold roles inside a specific workspace, governing what they can view and edit. Permissions like Kit lead and project write access take effect at this tier.

Invite organization members

Go to Settings → Organization → Organization members:

  1. 1

    Enter email

    In the Invite an organization member section, enter the person's Email.

  2. 2

    Select role and scope

    Choose an Organization role (Admin or Member), and check the Workspaces you want to invite them to. You can only invite users to workspaces you manage.

  3. 3

    Send invitation

    Click Send invitation. The recipient receives an email and joins as an organization member once accepted.

Settings → Organization → Organization members: invitations, roster, collaborators, and pending invites on one page.
Organization members settings page: invitation form, members list, external collaborators, and pending invitations

Settings → Organization → Organization members: invitations, roster, collaborators, and pending invites on one page.

Manage existing members

  • The roster lists all organization members by Name, Role, and Status.
  • You can Suspend (suspend access), Reactivate, or Remove members. Removing revokes their access to the organization without rolling back past actions.
  • An organization must always retain at least one active owner. You cannot modify your own membership role here.

Pending invitations

  • The Pending invitations section lists invitations that have not yet been accepted, along with expiration dates.
  • If the email was missed, click Resend; if sent in error, click Revoke. The link expires immediately, and the same email can be reinvited later.
  • Seats are calculated based on your plan; pending invitations also consume seat allocations.

Spot a problem on this page?

Manual

Choose with the arrow keys, open with Enter