Add a person to your workspace
Invite someone by email and choose their role, permission level and view.
Owners and admins1 min read
Zoom in on each part
Name box Role list Permission level list Add person button Everyone on the team list
- Open Settings, then People
The top shows seats in use, for example “2 of 50 people”.
- Type the person’s Name and Email
- Choose a Role
Admin, Editor, Contributor, Member or Visitor. A line under the form describes the role you picked.
- Choose a Permission level
Full (everything the role allows), Standard (no deleting, sharing, exporting or managing people) or View only.
- Choose the View (sections they can see)
Everything their role allows, Work, Projects, Calendar only, or IdeaLine only.
- Choose Add person
IdeaLine emails an invitation and shows “Invitation sent to” their address. They appear in the list as “Invited, not signed in yet” until they accept.
| Message | What it means |
|---|---|
| Your plan’s seats are all in use | Remove someone, or choose a larger plan. See Compare plans. |
| That email already has access or an invitation | The person is already on the team. |
| Added. The invitation email could not be sent yet | They are on the team. Ask them to check back shortly, or remove and add again later. |
Good to know
Clients, departments and partners are not people. They are contacts and do not use seats. See Manage clients and collaborators.
Related articles
- Edit, remove or reset someone, or hand over ownershipChange roles, cancel an invitation, reset two-step sign-in or make someone the owner.
- Roles and permissionsSee what each role can do and rename roles to fit your team.
- Accept your invitation and sign in for the first timeChoose a password from your invitation email and open your workspace.
- Roles and permissions referenceA table of what each role can do, and what permission level and view change.
Still stuck on this one?