👥 Members Management

Managing team members efficiently is key to collaboration. This section covers how to add team members and manage workspace access.

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👥 Members

The Members tab allows you to onboard teammates and control who has access to your workspace.

Features include:

• Invite Members via Email: Enter an email address to send an invitation. This is the primary way to onboard users to your workspace.
• Track Pending Invitations: Monitor which users have not accepted their invitations yet, and resend if needed.
• Manage Existing Members: View all members currently in the workspace. You can update their assigned roles, remove them, or view their status.

Team members can collaborate on documents, access shared resources, and participate in workflow steps based on their role.

ℹ️ Info: Members can belong to multiple workspaces and have different roles in each, allowing them to contribute in varied capacities.

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💡 Best Practices for Member Management

• Send Clear Invitations: Include context about the workspace purpose when inviting new members
• Track Pending Invites: Follow up on pending invitations to ensure team members can access the workspace
• Regular Review: Periodically review member list to remove inactive users and maintain security
• Role Assignment: Assign appropriate roles when adding members to ensure they have the right level of access

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