Invite and manage members

Open Team in the sidebar, or Settings then Members.

Invite people#

1. Press Invite.
2. Enter Email addresses, separated by commas, spaces or new lines.
3. Pick the Role.
4. Under What they can see, choose Whole workspace (every project in it) or Only selected projects, then pick the projects. Guests always see only the projects you choose.
5. Press Send invites.

The invite link works for 7 days.

Seats#

Each person counts once, however many projects or workspaces they are in. Pending invites hold a seat until they are accepted, revoked or expire. The top of the members card shows how many you use, for example "4 of 10 seats used".

• Adding someone who is already in your company to more projects never uses another seat.
• Inviting someone who already has a pending invite adds the new projects to that invite. Still one seat.
• A new email address needs a free seat. If you enter more new people than you have seats, the dialog tells you how many cannot be invited, and those addresses are skipped.

At your seat limit you can still share projects with people already in your company. See Over-limit handling and Pricing.

Manage pending invites#

Each pending invite shows who invited them and when it expires, with three icons:

• Copy invite link: send it yourself on chat.
• Resend invite: sends a fresh email. For an expired invite it says Send a new invite.
• Revoke invite: the link stops working at once and the seat is freed. You can invite them again later.

If email is not set up or a message failed, the row says so and asks you to share the link.

Change a role#

In the members list, use the role dropdown on a person's row. You cannot change the Owner's role or your own.

Change what someone can see#

Under each name the list shows their access, for example "All projects in Design" or "2 projects in Marketing".

1. Press the key icon (Edit access) on the person's row.
2. For each workspace choose No access, Every project or Only selected projects, and pick the projects.
3. Press Save access.

Owners and Admins always see everything, so they have no access settings. Guests can only have selected projects. Changing access never uses a seat. Adding someone to a project's crew later also gives them that project, and never takes Every project away. See Roles and permissions.

Remove a member#

1. Press the remove icon on the person's row.
2. Confirm Remove member.

They lose access right away, and their open missions are reassigned to you. Their comments and history stay.

Search the list#

Search by name or email… filters the list. Each row shows status and when the person was last active.

Transfer ownership#

Only the Owner sees the Company owner card.

1. Press Transfer ownership.
2. Choose the New Owner. Admins are listed first.
3. Enter Your password to confirm.

You become an Admin, and the new Owner can change billing and delete the company.