Invite Members

Adding a teammate usually has two steps:

1. add them to the organization
2. give them access to the workspace they should operate

Step 1: Add them at the organization level

Open Settings and go to Organization → Users, then click Invite User.

This is where you decide:

• who is joining the organization
• which workspace they should enter first

Step 2: Confirm workspace access

After the teammate exists at organization scope, open the target workspace, open the workspace menu, and click Members.

This is the place to:

• confirm they can enter the workspace
• set or adjust the workspace role
• remove access later if responsibilities change

If the person does not appear in the workspace list

Usually one of these is true:

• they have not been added at the organization level yet
• they were invited, but not assigned to the intended workspace

Start from Organization → Users, then return to workspace Members.

A simple rollout habit

Invite only the people who need to act on the current phase:

• early pilot: owner, operator, and one or two expert reviewers
• wider rollout: add support, operations, or product stakeholders as needed

Related guides

• Manage Permissions
• Organization Admin