---
title: Inviting Members
description: "Invite members by email with a pre-assigned role; manage pending invitations, removals, and role changes."
---

# Inviting Members

Admins invite members by email with a pre-assigned role.

## Send an invitation

1. Sidebar → **Team** → **Invite Member**
2. Enter the invitee's email
3. Pick a role: **Admin**, **Member**, or **Viewer**
4. **Send Invitation**

> **REPLACE:** Screenshot of the Invite Member dialog

The invitee gets an email with the workspace name, the role they'll have, and an accept link.

## Acceptance flow

**New users** — sign in using whichever identity method your deployment supports (local password, SSO, etc.); the invitation auto-accepts on first sign-in.

**Existing users** — click the link, get directed to the workspace (log in if needed), accept, access is immediate.

## Pending invitations

Listed on the Team page below active members. Each row shows email, assigned role, and when sent.

- **Revoke** — invitation link becomes invalid, invitee can no longer join.
- **Resend** — fires another email with the same link.

Invitations expire after **7 days**.

## Remove a member

Team page → **Remove** next to the member → confirm. Access is revoked immediately. Past configuration they made is untouched.

You can't remove yourself if you're the only Admin — promote someone else first or transfer ownership.

## Change a role

Team page → dropdown next to the member → pick the new role. Takes effect on the member's next page load or API request.

## Best practices

- **Viewer for stakeholders** who only need to watch document flow — no accidental config changes.
- **Few Admins** — reduces the blast radius of accidental settings changes or workspace deletes.
- **Separate workspaces per environment** (dev / prod) — role-based separation alone is fragile.
- **Periodic review** — drop members who no longer need access, especially after departures.

## Next steps

- [Roles & Permissions](/docs/team/roles)
- [Team Management](/docs/team/overview)
- [Workspaces Overview](/docs/workspaces/overview)