Guide
Invite a teammate
Invite someone to your workspace and choose what they can do.
- Applies to
- Team and Business plans
- Time
- About 3 minutes
- What it changes
- Gives another person access to the workspace.
- Last reviewed
- , by Product documentation
Before you begin
What to know before you start
- A person you invite can see and, depending on the role, change your workspace's tunnels. Give the lowest role that lets them do their work.
- An invitation holds one of your seats until it is accepted, withdrawn or expires.
Steps
Step 1. Open Team in the dashboard and choose Invite someone.
You should see: You see an email box and a Role list.
Step 2. Enter the person's email address and choose a role.
Owners can choose Admin, Developer or Viewer. Admins can choose Developer or Viewer.
You should see: The dashboard says the invitation was sent and that it holds a seat until it is accepted, withdrawn or expires.
Step 3. Ask the person to open the invitation and accept it.
They open the invitation they received by email and accept it.
You should see: The person appears in the member list.
To check: Change their role from the list at any time, or choose Remove to take their access away.
You are done when
- The person appears in the member list with the role you chose.
If something goes wrong
- The invitation is refused because there are no seats.
- Every seat is taken. Remove a member, withdraw a pending invitation, or upgrade under Usage and billing.
- The invite option is missing or refused.
- Your role in this workspace cannot do that. Ask an owner or admin.
Undo or clean up
- Withdraw a pending invitation, or choose Remove next to a member.
Good to know
- People can belong to several workspaces. Removing someone from one workspace does not affect the others.
Related
This page is part of Organize and collaborate. Still stuck? Contact support.