Collaborate with your team by inviting members to your workspace. Access team management in Workspace Settings → Members.
Members List
| Column | Description |
|---|
| Member | Name and email |
| Role | Owner, Editor, or Viewer |
| Joined | When they joined the workspace |
| Status | Active or Pending invitation |
Inviting Members
Click Invite
Click “Invite Member” button or use the sidebar shortcut.
Enter Email
Enter the email address of the person to invite.
Select Role
Choose their role: Editor or Viewer.
Send Invitation
Click “Send Invite” to send the invitation email.
Roles and Permissions
| Permission | Owner | Editor | Viewer |
|---|
| View templates | ✓ | ✓ | ✓ |
| View files | ✓ | ✓ | ✓ |
| Create templates | ✓ | ✓ | — |
| Edit templates | ✓ | ✓ | — |
| Delete templates | ✓ | ✓ | — |
| Generate PDFs | ✓ | ✓ | — |
| Delete files | ✓ | ✓ | — |
| View API keys | ✓ | ✓ | — |
| Create API keys | ✓ | — | — |
| Manage members | ✓ | — | — |
| Manage billing | ✓ | — | — |
| Delete workspace | ✓ | — | — |
Changing Member Roles
Owners can change member roles:
- Find the member in the list
- Click the role dropdown
- Select the new role
- Confirm the change
Role changes take effect immediately. The member’s access updates on their next page load.
Removing Members
To remove a member from the workspace:
- Find the member in the list
- Click the menu icon (three dots)
- Select “Remove from Workspace”
- Confirm removal
Removed members immediately lose access to the workspace. Any API keys they created remain active.
Member Limits
Team size limits are based on your plan:
| Plan | Max Members |
|---|
| Free | 2 |
| Starter | 3 |
| Growth | 5 |
| Scale | 10 |
| Scale Business | 25 |
| Scale Enterprise | Unlimited |
Transferring Ownership
To transfer workspace ownership:
- Go to Workspace Settings → Members
- Click on the member to become owner
- Select “Transfer Ownership”
- Confirm the transfer
You’ll become an Editor after transferring ownership.
Best Practices
- Least privilege — Assign the minimum role needed for each member’s tasks
- Review regularly — Periodically audit member access
- Remove promptly — Remove members who no longer need access
- Document ownership — Ensure multiple people can access critical workspaces
