Use members and invites when more than one person needs access to a workspace. Shared workspaces keep guides, training material, and process documentation in one place.
Each accepted invite adds a paid seat to your plan.
Roles
| Role | Typical access |
|---|
| Member | Create and work with guides in the workspace. |
| Admin | Manage workspace settings, invitations, members, and billing. |
| Owner | Full workspace control, including workspace deletion. |
Owners can assign the owner role. Admins and owners can manage most members, but admins cannot manage owners.
Invite a teammate
Open Invite
Click Invite members in the dashboard sidebar, or open Settings and choose Invite.
Invite via email
Click Invite via email.
Choose a role
Select the role the person should have.
Send the invite
Send the email invitation.
Only admins and owners can invite members.
Manage pending invites
Open Settings -> Invite to view or cancel pending invitations.
Manage members
Open Settings -> Members.
Admins and owners can change member roles or remove people from the workspace.
Removing a member removes their access immediately. Guides they created stay in the workspace.
Accept an invitation
Invitation links open the acceptance flow. After accepting, the person can access the workspace from the dashboard.