Open Company settings › Users. Owners and administrators manage users; other members see a note saying who does.
Inviting people Admin
Press Invite, then paste one or more email addresses — straight from an email, a spreadsheet or a list. Choose the Role, add a message if you like, and press Send invitation. Each person gets an email with a link to join. Until they do, they are marked Invited.
Roles
- Owner — the person who created the workspace. Everything an administrator can do, and can delete the workspace.
- Administrator — manages users, company settings and credit.
- Member — uses the whole workspace.
- Guest — a chat-only account, for example a customer who has written to you.
- External party — someone you have sent something to, such as a signer. Listed separately.
Edit changes a person's name, role and additional roles. Additional roles give access to more, never less.
Requests to join Admin
When someone with an address on your company's domain asks for access, the request appears here. Choose a role and press Approve, or Decline. With Let colleagues in directly turned on under General, colleagues are let in without asking.
Removing someone Admin
Remove takes a person out of the workspace. You cannot remove yourself or the owner.