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Members

Members

Members lists people with access to the workspace and the role each person holds.

Open Workspace Settings → Workspace → Members.

Available for roles: Admin Workspace Admin

Scope: Workspace

Catalog

  1. Click Add members to add someone who already belongs to the organization, or to open Invite members.
  2. Search members.
  3. Filter by role and membership scope.
  4. Table columns: Member, Email, Workspace role, and Actions.

Add an existing organization member

  1. Click Add members.
  2. In the search field labeled Search organization members to add, find a person.
  3. Select them from the list to add them to this workspace.
  4. Press Escape or click away to close the picker without adding anyone.

Invite members by email

  1. Click Add members, then Invite members.
  2. The dialog title is Invite members to workspace: Send invitations to join this workspace.
  3. Fill the form:
FieldRequiredExample
Email addressesYesdocs.capture.teammate@example.com (one per line)
Workspace roleYesWorkspace User
  1. Enter one or more emails in the textarea (one address per line).
  2. Choose a Workspace role from the list (for example Workspace User or Workspace Admin).
  3. Note: invitees are also added to the organization with the User role.
  4. Click Invite to send, or Cancel to discard.

For how roles map to permissions, see Roles and Access.