Invite members and choose their roles
Invite a colleague to your organization, pick their role and the workspace they join, and add them to more workspaces. Only admins can change Prod.
Steps
Open Invite
Open Settings, then Organization, then Members and click Invite.
Send the invitation
Type your colleague's Email, pick their Role and the Workspace they join, and click Invite. The invitation is listed as Pending with the day it expires, 7 days on.
| Role | What it can do |
|---|---|
| Owner | Everything an admin can. Ownership moves only through support. |
| Admin | Manage the organization's members and workspaces, and act as an admin in every workspace. |
| Member | Build and run flows in Test in the workspaces they are added to. A workspace admin can make them Admin of one workspace, to change Prod there. |
Your colleague accepts
They open the email's link (You've been invited, with the address), sign in or create an account with that address, and land in the workspace you picked. See Sign up and sign in.
Add them to another workspace
Switch to that workspace, open Settings, then Workspace, then Members and click Add member. Pick your colleague under From your organization; an owner or admin can also invite someone new under Invite by email.
If it did not work
- Name your organization first. It still has its sign-up name, which the invitation shows. Type the Company name and click Name and invite.
- The invitation got lost or expired. In its ⋯ menu on the organization's Members, click Resend invitation; Withdraw invitation… cancels it.
- The invitation page names another address. It works only for that address: sign in with it, or invite the address your colleague uses.
- Your colleague does not see a workspace. Members open only the workspaces they are added to: add them as in the last step.
- Your colleague cannot change Prod. On the workspace's Members, use Change workspace role in their ⋯ menu to make them an admin. (Change role on the organization's Members changes their organization role.)