The team list
Open Settings → Team to see Team Members — the list of everyone in the workspace. Depending on your permissions, each member row offers actions:- Permissions — review and adjust what the member can do. See roles and permissions.
- Remove — take the member out of the workspace.
Inviting people
There are two ways to send an invitation:- Click Invite Teammates in the sidebar (available to admins).
- Use Invite from the Team page in Settings.
Managing pending invitations
Settings → Invitations (admin-only) shows Current Invitations — every invitation that hasn’t been accepted yet. For each pending invitation you can:- Cancel — withdraw the invitation so the link no longer works.
- Resend — send the invitation email again.
Members and guests
Members belong to the workspace and have a role that governs what they can see and do.Guests only see the pages that have been shared with them through page sharing, and they get a reduced interface — no Workflows, no Agent Tasks, and no Workspace settings. Use guests for external collaborators who need a window into specific content, not the whole workspace.
Common tasks
Invite a teammate
1
Start the invitation
Click Invite Teammates in the sidebar, or open Settings → Team and click Invite.
2
Send it
Enter the person’s details and send the invitation. They’ll receive an email with a link to join.
3
They accept
The recipient accepts via the emailed link, or from the Pending Invitations dialog when they sign in.
Resend an invitation
1
Open Invitations
Go to Settings → Invitations (admin-only).
2
Find the pending invitation
Locate it under Current Invitations.
3
Resend
Click Resend to send the email again. Use Cancel instead if the invitation should no longer be valid.