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Member Management

Manage who has access to your workspace under Settings → Members.

Invite New Members

Using Email Invitation

  1. Go to Settings → Members → Invite
  2. Click + Invite
  3. Enter the person's email address
  4. Select a role for the new member
  5. Click Send invite

The invited person will receive an email with a link to join your workspace.

  1. Go to Settings → Members → Invite
  2. Copy the workspace invite link
  3. Share the link with new team members
  4. They'll receive access once they sign up

View and Manage Members

View All Members

Go to Settings → Members → Team to see all active members

Go to Settings → Members → Invite to see pending invitations

Edit a Member's Profile

Click on a member to open their profile page. As an admin, you can:

  • Edit their name
  • Update their profile picture
  • Impersonate their account (useful for troubleshooting)
  • Delete their account

Change a Member's Role

On the member's profile page:

  1. Open the Permissions tab
  2. View the currently assigned role
  3. Select a different role from the dropdown
  4. The change takes effect immediately

→ Learn more about roles and permissions

Remove a Member

  1. Click on the member to open their profile
  2. Click Delete account to remove them from the workspace

Warning

Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.

Note

Emails and calendar events of the deleted member are archived and available for other members.

Pending Invitations

Manage invitations that haven't been accepted:

  • Resend: Send the invitation email again
  • Cancel: Revoke the invitation before it's accepted

Approved Access Domains

Allow team members to join automatically based on their email domain:

  1. Go to Settings → Members → Invite
  2. Add your company domain (e.g., yourcompany.com)
  3. Anyone with that email domain can join without an invitation