Choose workspace roles and resource access
Understand workspace roles and share a document, folder, or other resource with the right access.
Help
Invite people to your workspace
Send an email invitation, copy its invite link, and help someone join your workspace.
Workspace and members
Invite someone by email to give them a place in your workspace. You can also copy a link for an existing invitation when you need to send it yourself.
Before you start
You must be a workspace Owner or Admin to send and manage invitations.
Send an invitation
- Open Settings.
- Select Members.
- Select Invite member.
- Enter the person’s address in Email.
- Choose Admin, Member, or Guest in Role.
- Add a Personal message if you want to include a note.
- Select Send invite.
Copy or resend the invite
- In Members, select the Invitation filter.
- Select Copy invite link on the person’s invitation.
- Send the copied link to the invited person.
Use Resend invite to send another email. To cancel an invitation, select Open invite, select Revoke invite, then confirm with Revoke invite in the dialog.
Accept an invitation
- Open the link in the invitation.
- Select Sign in to accept if you are signed out.
- Sign in with the address shown under Sent to.
- Select the Join button, which includes the workspace’s name.
Good to know
The invitation page shows the inviter, workspace, role, and any personal message. If you are signed in with another address, use Sign out and sign in with the invited address. An expired invitation needs a new invitation from the sender.
Review roles and permissions before choosing someone’s role.
Related resources
Create a team and share work with it
Group workspace members into a team, maintain its roster, and give the team access to resources.
Zanbase for agencies
Keep client briefs, delivery tasks, and review conversations in one workspace. Give each project a place and each handoff an owner.