Workspace administration
Invite a team member
Invite colleagues with the appropriate workspace role.
- Audience
- Owners and admins
- Required role
- Admin
- Plan availability
- All plans
- Last reviewed
Invite colleagues when you are ready to share findings review, evidence workflows, or administration tasks.
Prerequisites
- Owner or Admin role
- the recipient's email address
- a chosen role before sending the invitation
Steps
- Open Settings and go to Members.
- Start the invitation flow.
- Enter the recipient's email address carefully.
- Choose Owner, Admin, Analyst, or Viewer.
- Send the invitation.
- Ask the recipient to accept the invite and complete sign-in or sign-up if needed.
- Confirm they appear on the members page with the expected role.
Expected result
The new member can access the workspace according to their assigned role. See Roles and permissions for capability details.
Recommended pattern
For most growing teams:
- one Owner
- as few Admins as practical
- contributors as Analyst
- observers as Viewer
Troubleshooting
| Issue | What to check |
|---|---|
| Invite not received | Spam or quarantine folders; pending invitation already exists |
| Wrong role assigned | Change the role from Settings → Members if your role allows it |
Related documentation
Related documentation
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