Team members are internal users who can access selected resources in your workspace, as well as any resource shared using the Internal General Access level.
To learn more about access levels and sharing resources, see:
Below, you'll find the available ways to invite team members and what the invitation process includes.
Option 1: Inviting Team Members from Settings
The main place for managing team members, including inviting new users, is Settings → Members.
To add a new team member, click the Invite Members button.
This opens the team invitation window. From there:
In the Send To field, enter one or more email addresses for the users you'd like to invite.
If you're adding multiple email addresses, separate them using a comma, a space, or a newline.
Next, select a workspace role for the invited user(s).
The selected role determines what they can access and manage in your workspace.
You can choose from the predefined roles:
• Admin - Full Access• Member - Limited Access (everything except workspace settings)
Or you can also select a custom role if your workspace has any configured.
At the bottom of the role dropdown, you'll also find the + New Custom Role option. Selecting it opens the custom role creation window, allowing you to create a new role and assign it to the invited user(s).
You can also enable the Add notification message checkbox to include a custom message in the invitation email.
The invited users will receive an email invitation and will be able to create their account by setting up their name and password before accessing the workspace.
Once you click Send Invite, the invited users will appear in the members list under Settings → Members.
Clicking a team member opens their profile, where you can view and manage their information, shared resources, and settings.
You can learn more about members’ profiles here: Managing Team Member Profiles.
Option 2: Inviting Team Members While Sharing a Resource
Team members can also be invited directly from within a resource.
Open the resource.
Click the Share button in the top-right corner.
Select Invite New Members at the bottom of the sharing window.
This opens the same invitation window used in Settings → Members.
In addition to selecting a workspace role, you'll also be able to assign a role for the specific resource, determining what the invited user can do within that resource.
After clicking Send Invite:
the member profile is created
access to the resource is granted immediately
the user is added to the members list under Settings → Members
Still need assistance? Contact support.