Workspace roles
Exact access can also depend on workspace configuration and the resources a person is allowed to use.
Invite a member
1
Open member management
Go to the workspace member settings.
2
Enter the details
Add the person’s email address and choose the role that matches their responsibilities.
3
Apply onboarding requirements
Where available, select workspace requirements such as identity verification or accepting an NDA.
4
Send and follow up
Send the invitation. You can review pending invitations and resend or cancel them when needed.
Review access regularly
- remove access promptly when responsibilities end
- avoid giving administrator rights only for convenience
- check pending invitations that have not been accepted
- confirm role changes with the person’s process owner
- use viewer access when someone only needs visibility