Members

To get there, click the cog icon in the top right corner, select Workspace Settings, then click the Members tab on the left of the dialog. From the workspace home page, More options (…) → Manage users and groups takes you straight to it.

The tab lists everyone who can access the workspace, with their role on the right: Owner, Administrator, Manager or Member. People who haven't accepted their invitation yet are listed as Invited, by their email address. Use the search box to find someone by name or email.

Inviting new members

1. Click Invite people at the top of the Members tab.
2. Enter the email addresses of the people you want to invite. Press Enter, Tab, a comma or a semicolon after each address — or paste a whole list.
3. Click Send.

Each person receives an email with a link to join the workspace. Until they accept, they appear in the list as Invited. You can also invite people from the workspace home page with the Add people button. See Invite your team for instructions.

Managing pending invitations

If someone hasn't received or acted on their invitation, select them in the list to open their page.

• Resend invitation — Sends the invitation email again to the same address.
• Revoke invitation — Click the trash icon next to the invitation in the list and confirm. The link in the email stops working immediately; invite them again if you change your mind.

Editing a member's details

Admins can update the name and job title of any workspace member.

1. Select the member in the list, or click the pencil icon next to their name.
2. Update their Full name or Job title.
3. Click Save.

Changing a member's role

1. Select the member in the list.
2. Under Role, pick Administrator, Manager or Member.
3. Click Save.

The role applies at once. When you make someone an administrator, a note reminds you that administrators have full access to the workspace, including its settings and billing, all templates and folders, and who has access.

Removing a member

1. Find the member in the list.
2. Click the trash icon next to their name.
3. Click OK to confirm.

The member is removed from the workspace immediately and loses access to every template, folder and document in it. Documents they created are not affected.