Roles & Permissions

Members and roles

The Members page is who has access to your workspace. Admins invite people, change roles, remove them, and set the email domains that let teammates join on their own.

Where to find it

Settings > Workspace > Members.

Everyone can open the page. Admins get the management controls, and Members and Viewers see the lists.

The three roles

Admin has full control of the workspace, billing and settings included.

Member can edit and reply to threads across all public teams. New invites get this role by default.

Viewer has read-only access to workspace content, and is the only role that does not use a billed seat. Viewers still control their own notification preferences, since those affect only them.

Admin and Member seats each count toward what you are billed. Viewers are free and unlimited on every plan.

Invite a teammate

1. Click Invite member.
2. Enter the email and full name, and pick a role.
3. Click Send invite. They get an email with a join link.

Pending invites can be withdrawn any time with Cancel invite.

Change a role or remove someone

Open the "..." menu on their row, then Change role or Remove member. You cannot manage your own membership from that menu.

Let your team join by domain

1. In Allowed Domains, click Add domain.
2. Enter your company domain and a verification email at that domain.
3. Open the verification email and copy the code.
4. On the pending domain, choose Verify domain, paste the code, and submit.

Once it shows Verified, anyone with an email on that domain can join. Public email providers cannot be used, and the verification email has to be on the domain you are adding.

Good to know

• On the Startup program, Admin and Member seats are capped. At the cap, inviting or promoting to those roles is blocked and suggests a Viewer invite or a tier change. Viewer invites always go through.
• Adding or removing Admins and Members changes your billed seat count. See the Billing article.