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Manage who has access to your workspace under Settings → Members.

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Invite New Members

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Using Email Invitation

  1. Go to Settings → Members → Invite
  2. Click + Invite
  3. Enter the person’s email address
  4. Select a role for the new member
  5. Click Send invite
The invited person will receive an email with a link to join your workspace.
  1. Go to Settings → Members → Invite
  2. Copy the workspace invite link
  3. Share the link with new team members
  4. They’ll receive access once they sign up

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View and Manage Members

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View All Members

Go to Settings → Members → Team to see all active members Go to Settings → Members → Invite to see pending invitations

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Edit a Member’s Profile

Click on a member to open their profile page. As an admin, you can:
  • Edit their name
  • Update their profile picture
  • Impersonate their account (useful for troubleshooting)
  • Delete their account

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Change a Member’s Role

On the member’s profile page:
  1. Open the Permissions tab
  2. View the currently assigned role
  3. Select a different role from the dropdown
  4. The change takes effect immediately
→ Learn more about roles and permissions

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Remove a Member

  1. Click on the member to open their profile
  2. Click Delete account to remove them from the workspace
Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.
Emails and calendar events of the deleted member are archived and available for other members.

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Reset a Member’s Two-Factor Authentication

If a member lost access to their authenticator app, an admin can give them a one-time recovery code. You need the Security permission and two-factor authentication set up on your own account.
  1. Click on the member to open their profile
  2. In the Two-factor authentication section, click Generate recovery code
  3. Enter the code from your own authenticator app to confirm
  4. Copy the code and share it with the member through a channel you trust
The code works once and expires after 1 hour by default. It is only shown once. Generating a new code replaces the previous one, and you can click Revoke to cancel a pending code. The member gets an email when a code is issued. When the member uses the code, their authenticator for this workspace is removed and they are signed out of their other sessions. If the workspace enforces two-factor authentication, they are asked to set up a new authenticator right away. If they leave before finishing, generate a new code for them: until that setup is done, the member can only set up an authenticator through a recovery code.
You can’t generate a recovery code for yourself. Only a server administrator can generate one for another server administrator.

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Pending Invitations

Manage invitations that haven’t been accepted:
  • Resend: Send the invitation email again
  • Cancel: Revoke the invitation before it’s accepted

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Approved Access Domains

Allow team members to join automatically based on their email domain:
  1. Go to Settings → Members → Invite
  2. Add your company domain (e.g., yourcompany.com)
  3. Anyone with that email domain can join without an invitation