Help

Inviting & managing members

Invite people by email, accept or decline invitations, change roles, and remove members.

Owners can invite collaborators to a workspace by email and assign them a role.

Sending an invite

  1. In the workspace’s Team screen, enter the person’s email and choose Editor or Viewer.
  2. Send the invite. They receive a branded email letting them know.
  3. They join by signing in (or creating an account) with that exact email, then accepting the pending invitation in-app.
Note

Invitations are matched to the email address, so the recipient must use that address to sign in. People without an account can create one with that email to accept. If a SendGrid-tracked invite link looks broken, see Troubleshooting.

Managing members

  • Change a role between editor and viewer at any time (the owner’s role can’t be changed).
  • Remove a member to revoke their access.
  • Revoke a pending invite before it’s accepted.
  • Leave a workspace yourself (everyone except the owner can leave).

Still need help?

A dedicated support form is coming soon. In the meantime, jump back into the product or reach the team from the contact page.

Open the builder Contact page