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Team

How to invite people, assign roles, and manage access across your account.

Team access is managed at account level. Anyone you add can access every Workspace on that account.

Invite teammates by email

Open Settings → Team and invite people by email. They receive an email invitation to join the account.

Because access is account-wide, invite people when they should be able to see and work across the account’s Workspaces, not just one of them.

Roles

There are three roles.

Owner

An Owner has full control. They can:

  • talk to AJ
  • review Proposals
  • accept or reject Proposals
  • invite people, remove people, and change roles
  • create new Workspaces
  • manage billing

Contributor

A Contributor can:

  • talk to AJ
  • review Proposals
  • accept or reject Proposals

They cannot manage billing or team access.

Read / ask only

Read / ask only is for people who need visibility, but should not make changes. They can:

  • view the model
  • ask AJ questions

They cannot accept or reject Proposals.

Change someone’s role

An Owner can change a person’s role at any time from Settings → Team. The new role applies across the whole account, so it affects every Workspace they can access.

Remove someone

An Owner can also remove someone from the account. That removes their access to every Workspace on the account.

If an invitation has not been accepted yet, an Owner can resend it or revoke it from the same area.

Where to find this

Open Settings → Team to invite people, change roles, remove access, or manage pending invitations.


Read next: Billing

Related: Workspaces · Getting started

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