Settings And Users
Users And Invitations
How to invite users, manage roles, and avoid common access-management mistakes.
What this page is for
This page explains how access management works in the workspace and how to use invitations and roles safely.
When to use it
Use it when:
- you need to give another person access
- you are reviewing who should be an admin versus a member
- you need to resend, revoke, or troubleshoot an invitation
How to use it
Roles
The current role model is:
- admin
- member
Admins manage access and organization-level controls. Members use the product but do not manage the workspace itself.
Sending an invitation
Choose the invitee’s email and role, then send the invite. The app sends an email and also provides a copyable acceptance link.
Managing pending invitations
Pending invites can be:
- resent
- copied manually
- revoked
Managing existing users
Admins can change roles and remove access, subject to the safeguards that stop the workspace from ending up without an admin.
What to expect
The invitation is tied to the invited email address. That keeps membership explicit and avoids loose join flows.
Common mistakes
- making people admins by default
- forgetting that pending invitations are still active access paths until revoked or expired
- expecting the system to allow admin changes that would leave the organization without an admin