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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.