Inviting Your Team

Step-by-step guide

1. 1

   Open the project you want to add someone to

   Use the project menu in the top-left corner to open the project you want them to join. On the left side, you'll see a section called Project Members — that's where everyone on this project is listed.

2. 2

   Open the invite panel

   Click the + icon next to the Project Members heading to open the invite panel. You can also use the Invite button in the top-right corner of the Members page.

3. 3

   Choose a role

   Select the role you want to assign to the new member. There are three options: Admin — can invite and remove members; Member — full access to upload files, post in channels, and use AI; Viewer — read-only access to view files and channels.

4. 4

   Add or invite the person

   If this person is already on one of your other projects, they'll appear in the list — just click Add and they're in, no email needed. You can type their name or email to find them quickly. If they're not on any of your projects yet, enter their email address and click Send Invitation. They'll receive an email with a link to join.

5. 5

   Manage existing members

   Once added, members appear in the Project Members list and can log in and access the project straight away. To manage existing members, click the settings icon in the Members section to see everyone on the project. To change someone's role, click the role badge next to their name and select a new one. To remove someone, use the Remove from project option and confirm.