Invite a Team Member
Open Workspace from the top menu.
Enter the team member’s email address and name.
Choose their role from the list (see “Roles and Permissions” below).
Send Invite.
Invite via Link
You can also generate an invite link instead of sending an email:
In Workspace, open the menu next to Copy invite link.
Toggle Invite link active on.
Copy the link and share it with the person you want to invite.
When the recipient clicks the link, they can join your workspace.
Assign or Change Roles
Go to Workspace.
Find the team member you want to update.
Use the Role dropdown next to their name to select a new role.
Changes apply immediately.
Roles and Permissions
Administrator – Full access including team management, creating and editing stories, versions, and templates.
Creator – Can create and edit stories, versions and templates.
Creator lite (Team plan only) – Can create and edit versions but cannot edit stories.
User (Team plan only) – Can create and view versions without modifying them.
Removing a Team Member
To remove a member from your workspace:
Go to Workspace.
Select the option to remove the user.
Note: In some plans, removing a user will keep the seat available for another invite. Make sure to invite a new user to use the seat, or delete the seat if you no longer need it.