Account & admin

Manage members and permissions

Invite teammates, organize teams, and keep administrative access intentional.

Updated July 30, 2026

Workspace administrators can invite and remove members, organize teams, and manage access to workspace settings.

Invite a member

Open Settings → Members, choose Invite members, and enter the person's work email. They will receive an invitation to join that workspace.

Review administrative access

Administrators can change important workspace settings. Keep the number of administrators small and review access when roles change.

Before removing a member, reassign any work they own and confirm whether your team needs to retain or transfer related information.

Use teams

Teams make it easier to group people who work together. Use them for meaningful working groups—such as product, client services, or operations—rather than creating a team for every temporary project.

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