Official documentation

Members, invitations and roles

Give teammates the workspace role and module permissions required for their work.

Reviewed 12 October 2026

Membership and module permissions

Open Team in the intended workspace. Workspace membership determines the overall role; module access and detailed permissions determine what a person can do in specific workflows.

Administrative access is required to manage teammates. Module-specific access panels remain governed by their relevant permissions and plan availability. A member does not need broad administrative access merely to perform an operational task.

Invite and review access

Check the selected workspace and the intended teammate’s identity.
Use Invite teammate and choose the appropriate available role.
Review the relevant module access and any required assignments before relying on the invitation.
Have the teammate accept the invitation using the intended account.
Review the resulting member record and verify that both permitted and restricted actions behave as expected.

Empty teammate invitation form with role and supported module-access choices. — Choose the role and only the modules the teammate needs. No invitation was submitted for this capture.

Use the narrowest practical role

The available Admin, Manager and Member roles have different responsibilities. Review the actual module controls rather than assuming that a role name grants every capability.

Viewing contact information, exporting data, approving work and accessing operational records may have separate controls. Review these deliberately for each job responsibility.

Keep access current

Review access when a teammate changes role or leaves the business.
Use the available team audit view to understand administrative changes.
Keep membership lifecycle actions separate from changes to module permissions.

Members view with workspace-role and status filters, role badges and the Manage action. — Find the intended member and review role and status before opening Manage. Account contact details are hidden.
Account details and configuration values are hidden.

If access is unexpected

Confirm the person accepted the intended workspace invitation with the correct account. Review their active membership, workspace role, module entitlement and detailed permissions.

If an invitation or access change fails, read the displayed error and ask an authorized administrator. Do not issue broad access to bypass an unresolved ownership or scope problem.

Related guides

Need help with this workspace?

Ask your workspace administrator for access or contact support with the page name and a sanitized error message.