Invite and Manage Members
Invite and manage members in your workspace
Last updated
Invite and manage members in your workspace
Last updated
As a workspace owner or editor, you can manage members of your workspace in the following ways:
Invite members
Delete members
Deactivate members
Currently, members can only be invited to your company workspace via invitation links. In the future, we'll add additional ways to add members: by email, username, etc.
There are two ways you can add a new member to your workspace using invitation links:
Create an invitation link on the Teams page
Create an invitation link in a chat
Go to the Teams page
In the header, turn on the Access by link toggle
Copy the generated link
Send the link to the member you want to invite to your workspace
With this method, a new member will be added to your workspace. When this happens, a system message will appear in your workspace chat, notifying everyone that a new member has joined.
As a workspace owner or editor, you can invite a member directly to any chat in your workspace. To do so, follow these steps:
Open the chat you want to invite a member to
Open the Member section by clicking on the member icon in the top-right corner of the screen
In the Invite link section, select as Member
Copy the generated link
Send the link to the user you want to invite to the chat
In this case, the member will join both your workspace and the specific chat where you created the invite link. When a new member joins a chat, a system message will appear both in your workspace chat and in the chat where you created the invite link.
All members you've added to the workspace will be listed on the Teams page, in the All and Members sections.
As a workspace owner, you can remove members from your workspace. To delete a member, follow these steps:
Open the Teams page
Find the member you want to delete
Right-click on the member's name or left-click on the menu icon in the right side of the member row
Select Remove member
A member can only be removed if they are not an owner or assignee in any workspace chats. Otherwise, a modal window will appear, prompting you to reassign their ownership or assignee roles.
Deleting a member from a workspace will completely revoke their access, but will not affect any data they created while working in the workspace.
In some cases, you may need to temporarily remove a member from your workspace. For example, if a member will be absent for a few months and you don't want to continue paying for their account, you can deactivate them.
To deactivate a member, follow these steps:
Open the Teams page
Find the member you want to deactivate
Right-click on the member's name or left-click the menu icon on the right side of the member row
Select Deactivate member
The deactivated member will lose access to the workspace. However, all their data, chats, and roles will be saved until you reactivate the member.
To reactivate a member:
Open the Teams page
Find the member you want to reactivate
Right-click on the member's name or left-click on the menu icon on the right side of the member row
Select Reactivate member
The member will regain access to the workspace, and all their data will be restored.
A Guest is a special role that allows you to add a user to one or more chats in your workspace. Guests can only be added to task chats. There is no limit to the number of guests, and there is no charge for their participation.
The guest role is commonly used to add customers, freelancers, or contractors to specific chats where they are working.
Here is how you can add a guest to your workspace:
Open the chat you want to invite a guest to
Open the Member section by clicking the member icon in the top-right corner of the screen
In the Invite link section, select as Guest
Copy the generated link
Send the link to the user you want invite to the chat
To leave a workspace, right-click on the workspace name in the top-left corner, then select the Leave action.
Deactivated users who have participated in any chats, task, projects, etc., will be listed in the Deactivated block in the Members Tab of the Info Sidebar -
You can find the list of all deactivated members in the Deactivated section of the Teams page Teams Page. All deactivated members have the Deactivated status in the Members section .
