Members, Roles & Invites

This is where you manage who's in the workspace and what they can do.

Inviting people

Invite a person by email from the workspace (the invite action is in the avatar menu and in Settings). They receive an email with a link to join. When they accept, they become a member of the workspace.

Roles

Each member has a role that controls their permissions:

• Owner / Admin — full control: manage members and invites, configure teams and settings, manage trusted workspaces, agents, and integrations.
• Member — does the everyday work: tasks, projects, discussions, docs, and brainstorms.

Administrative actions in this guide (managing members, trust, workspace-wide settings) require an owner/admin role. If a setting is missing for you, it's likely role-gated.

Managing members

From the members list you can see everyone in the workspace with their name, email, and role. Owners/admins can adjust roles and remove members as the team changes.