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Invite and Manage Team Members

Invite teammates, review workspace membership, configure working hours and task routing, or remove access.

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Written by Petar Ojdrovic

Workspace administrators can manage team access and operational routing from Team settings.

Invite a teammate

  1. Open Settings → Team.

  2. Select the invite action.

  3. Enter the teammate's details and send the invitation.

Configure a member

Select a team member to review or update their timezone and working hours. Choose task types under Auto-assign tasks when new work of those types should route to that person.

Remove access

Open the member and use the delete or remove action. Confirm ownership and routing for active tasks before removing a person.

Access: Team settings are restricted to workspace administrators.

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