How it works
Invite teammates into a shared workspace with the access they need to work with documents.
- Invite a teammate using the intended email address.
- Review their role, permissions, and invitation status.
- Work together in the shared workspace.
Invite a teammate
- Open Team and choose the invitation action.
- Enter the intended email and review the available role or permissions.
- Send the invitation and check its status in the member list.
- The invited person must accept the invitation before joining.
Example: Invite your colleague with the permissions needed to upload and review documents, then verify that the invitation was accepted.
Read invitation status
Pending invitations are waiting for acceptance. An expired invitation needs to be resent using the available action. Check the email address before resending; resending sends another real invitation.
Roles and permissions
A role and its permissions control available workspace actions. Review the permissions shown in the app instead of assuming every teammate can manage settings, rules, or other members. Owners manage invitations; member-management actions can also be available to administrators.
Capacity and access
The capacity display shows used and available teammate slots for the current plan. If no slot is available, review existing members and the plan before inviting someone else. The owner has protected management behavior and cannot be blocked like an ordinary member.
Block or remove a member
Use the member actions to review the available access changes and their confirmations. Blocking access and removing membership are different operations. Review who is affected before confirming.
A shared workspace
Team members work with the organization’s documents and configuration according to their permissions. Changing your personal account details is separate from changing the organization’s shared details.
Learn more
The full guide covers more settings, requirements, and troubleshooting. Read the full guide →