Invite the right people
Open Settings, then Workspaces.
Choose the workspace you want to manage.
Invite the person by email.
They can accept the invite from email or notifications.
Help
Collaboration
Inviting team members, managing roles, and keeping internal work separate.
Getting started
Start with these steps
1
Invite members from workspace settings.
2
Assign owner, admin, or member access based on responsibility.
3
Use team chat for internal discussion.
4
Keep client chat and team chat separate.
5
Review workspace members any time from the workspace page.
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How it works
Pick the role
Owners control billing and workspace deletion.
Admins can manage projects, clients, files, and invoices.
Members can collaborate without changing system settings.
Use the lowest role that still lets the person do their work.
Use team discussion
Team messages are internal.
Clients do not see team discussion.
Use it for project notes, handoffs, and decisions.
Keep client-facing updates in the client chat.