Invite people from the workspace header and pick a role for them.
Invite people
1
Open the workspace
Select the workspace in the WORKSPACES list in the left sidebar.
2
Click Invite user
Click Invite user in the workspace header. The Invite people dialog opens.
3
Pick a role
Choose Admin, Manager, Member or Viewer.
4
Add email addresses
Type an address and click Add, or press Enter. Each address is queued, so you can add several people at once.
5
Send the invites
Click Send invite. Click Cancel to close the dialog without sending.
Roles
In general terms, roles work like this:These descriptions are a general guide, not a full list of permissions. Pick the role that matches how much a person needs to do in the workspace.
Seats and fair usage
Paid plans include unlimited collaboration, subject to the Fair Usage Policy. See Plans and AI credits.Next steps
Manage workspaces
Organize forms on the Kanban board.
Plans and AI credits
See what each plan includes.
Security and privacy
How access control and data protection work.
Account preferences
Switch organizations and manage your profile.