Invite members
To invite someone:- Open Settings -> Organization -> Members
- Click Invite member
- Enter their work email address
- Select a role
- Send the invite
Invitations expire after a limited time. You can resend or cancel pending invites from the Members page.
Roles
External collaborators may see a reduced workspace focused on the project they were invited to.
External collaborators
Use external collaborator access when someone outside your organisation needs to help with a specific project, review, or submission. Keep access limited to the project they need, and remove it when the work is finished. Before inviting an external collaborator, confirm:- Which project they need
- Which files they should be able to view or edit
- Whether they should comment only or help prepare content
- Who inside your team will review their work before submission
Project collaborators
Project collaborators are different from workspace members. They are invited to a specific project, not the whole organisation.
Project invitations may be pending, accepted, cancelled, or expired. If someone cannot open an invite, send a new invitation from the project. Remove collaborator access when the review or submission work is finished.
Before inviting a collaborator, check whether your plan includes project collaboration and whether the files in the project are appropriate to share outside your organisation.
What each role should manage
Remove members
To remove a member, open Settings -> Organization -> Members, find the person, and remove them. Their workspace access is revoked immediately. After removing a member, review connected accounts, routines, and project ownership if that person was responsible for active work.When someone leaves
After removing a member, check:- Active projects they owned or reviewed
- Routines they created or monitored
- Connected accounts they added
- Pending invites they sent
- Any files or drafts that need a new owner