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Invite a user

  1. Go to Settings → Space Settings.
  2. Click Invite space member and enter their name + email.
  3. Grant the product-specific permissions.
  4. Send the invite; the user receives an email with a link to set their password or log in via SSO.

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Role overview

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Removing access

  • Click the user → Actions → Remove to revoke immediately.

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Security best practices

  • Enforce SSO for Admins and Billing Owners.
  • Require contractors to use their company email; shared logins break audit trails.
Need to add the same person to multiple workspaces? Send an invite from each workspace—they can switch via the workspace picker in the app header.