Invite a Team Member
Click on Invite members
Click on + Invite users
Enter the team member’s email address and name.
Choose their role from the list (see “Roles and Permissions” below).
Click on Invite user to send the invite
Invite via Link
You can also generate an invite link instead of sending an email:
Go to Organization settings > Users and Copy invite link
Share it with the person you want to invite.
When the recipient clicks the link, they can join your account.
Assign or Change Roles
Go to Organization settings>Users
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 Organization Settings>Users
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.