Adding Users to your Workspace or Project

Invite your peers, teammates, guests, or clients and control their scope of access

Inviting Members to a Workspace

On paid workspaces, the owner can add members to the overall workspace. Workspace members will have Admin privileges across the entire workspace so they will be able to see and edit all projects that belong to it.  This is intended for supervisors, directors, or instructors, which need to have visibility into the entire organization.

To invite Admins to your Workspace:

  1. Go to the Project Overview.
  2. From the dropdown under your User avatar icon, choose your Workspace from the list. (It will feature an 'Owner' badge.)
  3. Once you see your Workspace Settings, click on Admins (top right)


Inviting Members to a Project

Any workspace member can also invite users to individual projects in this workspace. Members who are invited to specific projects can only access and see those.

To invite members to a specific project, 

  1. Select the project from the Projects dropdown,
  2. Click on Users (top right)

To add multiple users at one time, type in their emails separated by commas.  (To add users from a list stored as a spreadsheet, see How do I add multiple users to a Project?)

Removing Members from Workspaces

You can at any time remove a member from a project you manage using the same Users dialog by clicking the little X button next to the name. This member will no longer be counted towards your Member Limit.

Permissions & User Access Management

While adding users you can assign roles, which determines which features the member has permissions for.

In case you need a reminder of which roles give permissions for which features while adding users, you can click the little question mark in the upper right to reveal a table.