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Running a deal is rarely a one-person job — your accountant, partner, or documents lead may need access. From Settings → Team you invite members to your workspace with clearly-scoped roles.

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The three roles

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How to invite a member

1

Send the invitation

From Settings → Team, enter the member’s email and pick their role.
2

They accept

An email invitation arrives; they create an account (or sign in) and join the workspace.
3

Adjust roles anytime

The owner and admins can promote, demote, or remove members at any time.

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Seats by plan

The first seat is the owner. If you hit your plan’s limit, upgrade or remove an inactive member to free a seat. See Plans.
Members can see the project’s data and conversations — invite only people you trust, and remove anyone who leaves your team promptly.

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Next step

Plans

Seats per plan and the rest of the limits.

Documents room

Organise the project documents your team will work on.