Getting Started
Invite your team
Send invitations, choose roles, and resend or revoke invites that haven't been accepted.
Last updated 2026-04-26
Invitations live at Settings → Invitations.
Sending an invitation
Click New Invitation. Enter:
- Email - any address; if the recipient already has an account on another workspace, the invitation is added to their existing account.
- Role - controls what they can see and do (see roles below).
The recipient gets an email with a one-time-use link. Links expire after 24 hours - the dashboard shows expiry status next to each pending invite.
Roles at a glance
| Role | Typical use | Permissions |
|---|---|---|
| Owner | Founders, leadership | Full access including billing and workspace deletion |
| Admin | Operations leads | Team management, settings, all customer-facing features |
| Manager | Project leads | Create/edit clients, projects, tasks; invite team members |
| Member | Individual contributors | Standard read/write on assigned work |
| Client | External customers | Read-only access to the client portal only |
You can also create custom permission overrides for individual members at Settings → Team → [member name] → Permissions.
Resending or revoking
Pending invitations have Resend and Revoke actions in the table. Revoking is immediate: the link stops working even if it hasn't expired yet.
Limits
The Starter plan caps team size at 5 members; Professional at 25. Hitting the cap surfaces an upgrade prompt at invite time.