What it covers
Owners and admins can manage invitations, roles and operational teams. Seat limits follow the plan; per-area access controls start on Business.
Customisation and integrations
Team administration
Invite teammates and manage workspace membership.
How it works
Bring the right people into the workspace
Owners and admins can invite teammates, manage membership and organise operational teams for shared ownership and access to team-only custom records. The free plan includes two seats; paid plan limits vary. Per-area access controls start on Business.
In practice
Manage invitations and operational teams in People & permissions.
When to use it
Useful situations
- Invite a teammate into the right workspace role.
- Organise an operational team for shared ownership.
- Review seats before adding users under the current plan.
A working path
How the work moves
Invite
Send an invitation from People & permissions with the appropriate role.
Organise
Add members to operational teams where that workflow is enabled.
Review
Manage membership and check plan seat limits before expanding access.
Illustrative scenario
new service agent
An admin invites a service agent, assigns the suitable role and adds them to the service operations team after checking available seats. The invitation creates a deliberate membership decision: the admin checks the role, team and available seat before the person starts seeing workspace work.
Before you start
What to check
- Only owners and authorised admins manage membership.
- Free includes two users; paid plan limits vary and per-area controls start on Business.
Can a member invite others?
Invitation ability follows the assigned role and permissions.
Do seats follow the plan?
Yes, workspace membership is subject to the current plan limit.
Get started
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