Invite Members

    Add team members and manage their access across your workspace

    Collaborate with your team by inviting them to your workspace. Each member gets one role that applies everywhere in the workspace, including Planner.

    How to Invite Members

    Only workspace Admins can invite members.

    1. Go to Members from the sidebar
    2. Click to invite a member
    3. Enter their email address
    4. Select a role: Admin, Manager or Viewer
    5. Send the invitation

    Invitation Process

    When you invite a member:

    • ✓ They receive an email with a secure invitation link
    • ✓ The link expires after 7 days
    • ✓ New users create an account from the link, with email or Google
    • ✓ Existing users see the invitation on their Home and accept or decline it
    • ✓ You can resend an invitation, change its role, or revoke it at any time

    Role Assignment Guide

    Admin

    Full access, including members, billing and integrations. Use for team leads and workspace owners.

    Manager

    Creates projects and works on issues. Use for developers, designers and active contributors.

    Viewer

    Read-only, and only in projects they are added to. Use for stakeholders, clients or observers.

    Managing Existing Members

    From the Members page, Admins can:

    • • Change member roles
    • • Remove members from the workspace
    • • See each member's sign-in method and join date

    Seat Limits: The Free plan includes 3 seats. On Business, you buy as many seats as you need, and members plus pending invitations can't exceed them — add seats from Settings → Billing. Each member uses one seat, whatever their role.