Inviting teammates and setting roles

Every plan includes team seats. Members get one of four roles that controls what they can do in the workspace. This page documents the role permissions in detail and the invite/transfer mechanics.

Role matrix

Invite flow

1. Settings → Team → Invite member.
2. Enter email. Name is optional (we use the local-part of the email if blank).
3. Pick a role.
4. Click Send invite.

What happens next depends on whether the email already has an account:

• Already has an account: added to the workspace immediately; they see it in their workspace picker on next login.
• No account yet: a placeholder user is created. They get an email with a claim link that lets them set a password (or sign in with Google) on first use.

Change a role

Settings → Team → role dropdown next to the member. Change takes effect immediately, no re-login required. Owners cannot be demoted via this dropdown – see Transfer ownership.

Remove a member

Settings → Team → Remove. They lose workspace access immediately. Their user account and any other workspaces they belong to are untouched.

Transfer ownership

Settings → Team → Transfer ownership. Pick the new owner from the list of admins (you must promote a member to admin first if needed). After confirmation, the new owner gets full control and the previous owner is demoted to admin automatically.

Seat limits

When you hit the limit, the Invite member button shows an upgrade prompt rather than the form.