People

Workspace Owners can manage members and guests of their workspace. They can add and remove them, as well as assign them roles as needed.

People section

The Workspace People section is where you manage all users associated with your workspace. It is divided into three tabs: Members, Guests, and Invitations.

Members

The Members tab displays a table of all current workspace members, sorted by their join date.

• The User column shows each member's name and email address.
• The Role column displays their current role in the workspace. Workspace owners can change a member's role using the dropdown menu in this column.
• The final column contains a menu (three-dot icon) that allows owners to remove members from the workspace.

At the top right, the + Add Member button allows owners to invite new people to the workspace and assign them any available role.

Guests

The Guests tab lists all guests who have been invited to specific projects within the workspace.

✅ Reminder: Guests are users with limited access to specific projects. They are not workspace members.

• The User column displays each guest's name and email address.
• The Billable column indicates whether the guest counts toward your workspace billing. Guest editors are billable; commenters are not.
• The final column includes a See access option, allowing owners to view which projects the guest can access, revoke access, or change their role within specific projects.

ℹ️ Note: To add guests, an owner or editor must invite them from within the project they should have access to.

Invitations

The Invitations tab shows all pending or past invitations to join the workspace as members.

• The User column shows the invitee's email address.
• The Status column indicates whether an invitation is pending, declined, or expired. (When an invitation gets accepted, the user is moved to the Members, above.)
• The Role column shows the role the invitee has been assigned.
• The final column provides options to Resend or Cancel the invitation.

This tab also includes a + Add Member button, allowing workspace owners to send new invitations with predefined roles.

Adding Members

To add a user to a workspace, you must invite them and they must accept the invitation.

Sending an invitation

To send an invitation:

1. Go to the workspace's People section.
2. Click + Add member.
3. Enter the user's email address.
4. Select a role from the dropdown menu.
5. Click Invite.

Until it gets accepted, the invitation will appear in the Invitations tab of the workspace's People section.

ℹ️ Inviting a member to a Pro or Team workspace affects billing. Once the invitation is accepted, the workspace is charged a prorated amount for the current billing cycle.

✅ Basic workspaces can have an unlimited number of members.

Pending invitations

To manage pending invitations:

1. Open the Invitations tab under People.
2. Click the ••• menu next to the invite.
3. Choose Resend invite or Cancel invitation.

ℹ️ To change a pending invitee's role, cancel the invitation and send a new one with the desired role.

Changing Member Roles

To change a member's role, follow the next steps:

1. Go to the People section of your workspace.
2. Use the Role dropdown next to the member's name.
3. Select the new role.

ℹ️ A workspace must always have at least one Owner. If you are the only Owner, you must assign another before changing your own role.

Removing Members

To remove a member:

1. Go to the People section.
2. Click the ••• menu next to their name.
3. Select Remove.