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Invite teammates from Members in the Workspace sidebar. Choose a role for what they can do and a team for the project access they need.

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Send an invitation

  1. Open Members and select Invite member.
  2. Enter the teammate’s Email.
  3. Choose a Role and Team.
  4. Select Send invitation.
  5. Ask the teammate to accept the invitation and sign in with the invited email address.
A pending invitation is not an active membership. The member becomes active after accepting and signing in. If the workspace has no team, the invitation flow can create a default team. Someone who already belongs to another workspace can also accept from the workspace menu: open View all workspaces and select Accept next to the invitation.

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Create another workspace

Anyone signed in can create a separate workspace from the workspace menu with Create workspace. Each workspace has its own projects, members, settings and plan; you stay a member of your other workspaces and switch between them from the same menu.

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Change access

Use Change role… and Update role to change a member’s workspace role. Open the team to add existing workspace members with Add team member. A person must be a workspace member before you can add them to a team. Review Roles and permissions before giving approval or administration access. Do not solve a missing-project problem by granting a broader workspace role without checking team access first.

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Revoke or remove

Use Revoke invitation… for an invitation that should no longer be accepted. Use Remove member… when an existing teammate should lose workspace access. Personal tokens tied to a removed membership stop working; inspect automations or tools that depended on that user’s connection.

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Leave a workspace

On Members, open the menu on your own row and select Leave workspace…. The dialog lists your API keys, which stop working, and the automations that use accounts you connected, which may stop working. Select Leave workspace to confirm; you then move to another of your workspaces. To come back, an admin has to invite you again. The only admin cannot leave. Make another member an admin first; an invitation that has not been accepted does not count. If a teammate cannot find the workspace or project, follow Access troubleshooting.