Colleagues you invite join your company and can then be added to workspaces. What they can do is decided by their roles, not by the invitation, so it is worth reading the roles article before you send a batch.
Where administration lives
Open Company management → Admin settings in the sidebar. The Administration screen groups everything into three areas:
- Company Settings
- Company information, and billing: overview, plans, usage and transactions.
- Workspace Management
- Workspaces and the address book of external contacts.
- Users
- Members — everyone who has joined and all pending invitations, with company roles, seats, and access management in one place.
Send invitations
- Go to Users → Members and select Invite member. The same screen shows people who have joined and pending invitations.
- Enter the colleague's work email address and choose their company role.
- Send it. They appear under Pending invitations until they accept.
- Once they have joined, add them to the workspaces they need and give each one a workspace role.
Track what happened to an invitation
Users → Members lists pending invitations alongside members, so you never have to guess whether someone got the email:
- Pending
- Sent, not yet accepted. The normal state for a day or two.
- Accepted
- They have joined. They now appear in the Members section.
- Expired
- The invitation was not accepted in time. Use Renew invitation to send it again.
- Declined
- They actively turned it down — worth a conversation before re-sending.
Change a role or remove someone
- To change someone's company role, open Users → Members, find them, and select Change role.
- Select Remove to take them out of the company entirely.
- For an invitation that has not been accepted, use Withdraw invitation in Pending invitations — the person will not be able to join with that link.
Common questions
An invited colleague has not received the email.
Check the address under Pending invitations, ask them to look in spam, and use Renew invitation if the invitation has expired.
I tried to invite someone and was told they are already invited.
There is already a pending invitation for that address. Find it under Pending invitations; if it has expired, use Renew invitation.
Can I invite someone outside my organization?
Not as a company user. For a one-off review, add them to the specific document as an external collaborator instead — they can then comment and approve without a company account.
Who can invite people?
Company admins and company managers can invite people. The Invite member button is on Users → Members.
About this guide
Imported from the application Help Center on 23 September 2026. The original content date is preserved. Product workflows and screenshots have not been revalidated against current account permissions and availability.