Invite and manage collaborators

Invitation

Invite collaborators from Account Settings so they join your account with the right role.

1. Open the account menu (your avatar in the sidebar) with and select Account Settings.
2. In Team Members, click to open the invite form.
3. Enter the teammate’s email and choose a role (Guest, Collaborator, or Admin).
4. Select Send Invitation.
5. Track the invite under Pending Team Invitations, and revoke it if needed.

Review roles and permissions

Account creation

When someone opens the invite link:

1. They sign in or create an account if prompted.
2. They accept the invitation to join your account.
3. They land in the app with the access level you chose.

If the link is expired or revoked, they will see a message and can request a new invite.

Workspace assignment

Account access controls who belongs to your account. Workspace access controls what they can do in a specific workspace.

1. Open the workspace home and select Manage Access (often shown with ).
2. Choose the member and set their workspace role (Guest, Collaborator, or Admin).
3. Confirm to grant access or adjust their level later.

Apply collaboration best practices