Invite or remove members

Only the Workspace Owner can manage membership.

Open Workspace settings

Steps

  1. Open Settings → Workspace as the owner.
  2. Enter an email under Invite a member, choose Analyst or Viewer and select Send invite.
  3. Ask the recipient to follow the invitation and sign in with that address.
  4. Use the Members list to change roles, Remove a member or Transfer ownership.

If you get stuck

Missing invitation controls? Ask the Workspace Owner. If an invite fails, check the address and displayed error before retrying.

Done when: The intended member and role appear in Members.