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Invite people to a workspace

Invite teammates by email, choose a role, and see who is active or still pending.

Written by Umer Ishaq

Members are the people who can open a workspace.

How do I invite someone?

  1. Open Settings, then Members. The page says "Manage members and invitations for this workspace."

  2. Under Workspace Members, find "Invite someone to this workspace by email address".

  3. Type the email address.

  4. Choose a role: Admin, Editor or Member.

  5. Click Send Invite.

The invite form on the Members page. A line reads Invite someone to this workspace by email address, with an empty email box and a Send Invite button. The role menu is open and lists Admin, Editor and Member, each with a one-line description of what that role can do; Member is ticked. The open role menu is outlined in red.

What does each role mean?

The role menu has a line under each role. It starts on Member.

  • Admin: "Full access. Can manage members, billing, API keys, and edit all data."

  • Editor: "Can create, edit, and run tables, agents, and workflows. Cannot manage members or billing."

  • Member: "View-only access to workspace tables and projects. Cannot edit data."

The same three lines show in the Change Role menu on a member's row.

The role menu has no line for Owner. If you are unsure whether someone can top up the wallet, set a spend limit, create an API key or delete a workspace, ask your admin.

What does the page list?

A line shows how many members are active and how many invitations are pending, for example "3 active members • 1 pending invitation". Each row has the person's name, email and role. You are marked (You). Rows show roles such as Owner, Admin and Editor. Member is a role too. An invitation that has not been accepted shows Invitation pending, its role and Pending.

The Members settings page with the title, the line Manage members and invitations for this workspace, and a Workspace Members heading. The line showing the number of active members and pending invitations is outlined in red. Below it is the member list, with an Admin role badge and an Editor role badge, each with a three-dot button, and a last row with an envelope icon, an Editor badge, the word Pending and an X button.

How do I change a role, remove someone or cancel an invitation?

The Admin and Editor rows each have a button with three dots. Its menu has:

  • A Change Role heading with Admin, Editor and Member, each with its description. The person's current role is marked Current, and you cannot pick it.

  • Transfer Ownership. It shows on the Admin row but not on the Editor row.

  • Remove Member.

The three-dot menu of a member row. Under the heading Change Role it lists Admin, marked Current, Editor and Member, each with a one-line description of what the role can do. Below them are Transfer Ownership and Remove Member in red.

The Owner row has no such button.

A pending invitation has one control, an X button that cancels the invitation. It has no button to send the invitation again and no way to change its role.

Read the text on the page before you click an item.

Can I invite people when I create a workspace?

Yes. The Create a new workspace window has a Members box. See the article on workspaces and spend limits.

Separate the addresses with a comma. One role menu applies to all of them. It offers Member and Editor, with the same descriptions as above. It has no Admin option.

Is there another place to invite people?

Yes. A workspace's own settings page has an invite form too. Open Settings, then Workspaces, and click the workspace. Under Workspace members you see:

  • An email box and a role menu that starts on Member.

  • A button called Invite members. On the Members page the button is called Send Invite.

  • Two roles only, Member and Editor. There is no Admin option.

  • A table with Workspace members and Role columns. The roles are plain text. A person who has not accepted yet has a small Invited tag.

The rows in that table have no buttons. You cannot change a role, remove someone or cancel an invitation there. Use the Members page for that.

Good to know

  • Invitations are sent by email. Check the address before you send.

  • The invite menu describes Admin, Editor and Member in one line each. See "What does each role mean?" above. Owner has no line there.

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