Team members & roles
Invite people, the owner, admin, and member roles, what each can do, and how seats are billed.
On Team and Consultant plans you can share a workspace with the people you work with. Each member gets a role that controls what they can do.
Inviting members
- Open Settings in the team workspace you want to add someone to.
- In the team section, click Invite Member.
- In the dialog, enter their email address and pick a role.
- Click Send Invitation (on a Team plan with seats to assign, you confirm the seat first, then send).
The person receives an email with a link to join. Pending invitations are listed in Settings until they accept or you revoke them.
Roles
| Role | Can do |
|---|---|
| Owner | Everything an admin can, plus billing, transferring the workspace, and deleting it. There is one owner. |
| Admin | Manage members and invitations, manage workspace settings, and work with all initiatives, documents, context, and goals. |
| Member | Create and edit initiatives, documents, context, and goals, and use chat and search. Members cannot manage other members or workspace settings. |
Some controls are gated on role. For example, broadening chat and generation retrieval into a consultant's parent library is limited to owners and admins.
Seats and billing
On Team and Consultant plans, each member is a seat. Inviting someone adds a seat to your subscription and removing them frees one, so you only pay for the people who are actually in the workspace. Seat changes happen automatically when you add or remove members.
See Plans & billing for pricing per seat.
Where to go next
- Workspaces for how team workspaces fit in.
- Activity & notifications, including @mentions to teammates.