Members and invites
Invite teammates by email, change their roles one at a time or in bulk, remove people, and manage pending invites.
The Members tab of Members & roles lists everyone in the workspace with their role, when they joined and when they were last active, plus the invites that haven't been accepted yet. Each person's role decides what they can do; see Roles and permissions.
- Who can use it: Owners and admins, and custom roles with Admin access, invite, change roles and remove people. Admins can't change or remove other admins; only the owner can. Members and viewers see the list and the pending invites, without the role pickers, checkboxes or invite buttons.
- Before you start: The email addresses of the people you want to invite.
Open the Members tab
Go to Settings → Members & roles → Members
Open Settings, choose Members & roles in the Workspace group, then the Members tab. The People panel lists everyone, with Pending invites under it.
The table shows each person's Name and email (your own row has a You badge), Role, Joined and Last active. Above it:
- Search by name or email (press / to jump to it).
- Filter by Role, or by Last active: Active in the last 7 days or Inactive for 30 days or more.
- Sort by Role (owner first, then admins, members and viewers, with custom roles after the built-in role of the same level), Name, Joined or Last active.
If nothing matches, the table says No one matches with a Clear filters button. Long lists split into pages of 10, 25 or 50.
Invite people
Open the invite dialog
On the Members tab, click Invite people.
Add addresses and roles
Type an Email and pick a Role for each person: Admin, Member or Viewer. Click Add another for another row (it copies the role of the row above), or paste a list of addresses into one field to split them into rows. You can invite up to 25 people at a time.
The dialog flags problems as you type: an address that isn't valid, one you already added above, or someone who is already in the workspace. When an address already has an open invite, it says Already invited. Sending again replaces the old link.
Send
Click Send invite (or Send 2 invites, and so on). Each person gets an email with a link that works for 7 days, and shows under Pending invites until they accept. See Accept an invite for what they see.
Inviting into a custom role
The invite dialog offers the built-in roles only. To give someone a custom role such as Sales lead, invite them as the role's access level (Member, say), then change their role once they've joined.
Manage pending invites
Pending invites lists each open invite with the access level it grants, who sent it, and when it expires. An invite past its 7 days shows a red Expired badge.
- Resend: sends a new email with a fresh 7-day link. The old link stops working. This also renews an expired invite.
- ⋯ → Copy invite link: copies the link to send it yourself (not offered for expired invites).
- ⋯ → Revoke invite: confirm Revoke invite and the link stops working right away. You can invite them again later.
With no open invites, the panel says No pending invites.
Change someone's role
Pick the new role
In the person's row, open the Role picker and choose a role. Every built-in role except Owner is listed, then custom roles marked · custom, each with its description.
Check the result
The change applies right away, and you see … is now … with the role's description and an Undo button. Picking a custom role also moves the person to that role's access level.
Some rows show the role with a lock instead of a picker. Hover or click the lock for the reason:
| Lock reason | What to do |
|---|---|
| To change the owner, use Transfer ownership in the danger zone. | Ownership moves only through Transfer ownership. |
| You can't change your own role. Ask the owner or another admin. | Someone else has to change it. |
| Only the owner can change or remove another admin. | Admins can't change other admins; ask the owner. |
Promoting someone to Admin as an admin
If you're an admin and make someone else an admin, you can't change or remove them afterwards, so Undo won't work either. Only the owner can.
Change roles in bulk
Select people
Tick the checkbox in each row, or the one in the header to select the whole page. A bar appears with the count, a Select all link when there are more pages, and Clear.
Choose an action
Click Change role and pick a role to give everyone selected. The ⋯ menu next to it has Copy emails, Export as CSV (name, email, role, access level, joined and last active) and Remove … members.
Rows you can't change (the owner, yourself, and other admins when you're an admin) have no checkbox.
Remove someone
Open their menu
Click ⋯ at the end of the person's row. The menu also has View … role, which opens their role's page, and Copy email.
Confirm
Choose Remove from workspace, then Remove member. They lose access right away, including every channel. Their replies, notes and approvals stay. To bring them back, invite them again.
The owner can't be removed; they can transfer ownership first. To leave a workspace yourself, use Leave workspace in the Danger zone.
What members and viewers see
Members and viewers see a View only notice, the list of people with their roles as text, and the pending invites without buttons. Their menu on each row still has View … role and Copy email.
Troubleshooting
Ask them to check spam, then click Resend on the invite: it sends a new link and the old one stops working. You can also choose Copy invite link from the invite's ⋯ menu and send the link yourself.
They're already a member. Find them in People and change their role instead.
Hover the lock next to their role for the reason. Admins can't change other admins, nobody changes their own role, and the owner changes only through Transfer ownership.
The dialog shows The invites weren't sent with the reason, and keeps your list so you can fix it and send again. Inviting someone as owner isn't possible: invite them as an admin, then transfer ownership.
When custom roles couldn't load, the tab says Custom roles didn't load, so people show their access level. Click Try again.
Invite them as an admin, then the current owner uses Transfer ownership in the Danger zone.