Invite colleagues to your workspace and decide what they can do in it. Invite a client or freelancer as a guest.
Invite a colleague #
- At the bottom of the sidebar, click Members and then Invite member.
- Enter the email, pick a Role, and under Project access choose All projects or Selected projects.
- Click Send Invitation. Your colleague gets an email with a link. You can also send the link yourself with Copy link.
An invitation is valid for 48 hours. Until it is accepted, it shows in the list as pending. From its menu you can Send again, which renews it, or Cancel Invitation.
Roles #
- Viewer: can only look at projects and tasks.
- Member: creates projects, creates and edits tasks, and comments. Doesn’t see money or clients.
- Admin: can do everything in projects and tasks, changes workspace settings, and sees rates, profit, clients and deals.
- Owner: can do everything, including deleting the workspace.
Change a colleague’s role on the Members page in the Role column. If the default roles don’t fit, go to Settings → Roles to create your own with New role or edit the permissions of existing ones.
Project access #
Each member sees either all projects or only selected ones. On the Members page, click their access in the Projects column, pick the projects and click Save.
Invite a guest #
A guest is a client or freelancer who follows the progress of the work. When inviting, choose the Guest role and select at least one project.
- In the selected projects they see tasks and their status and can comment, but can’t change anything.
- They don’t see tracked time, money or the rest of the team.
- You don’t pay for them as a member. A workspace can have up to 50 guests.
Guests come with the Business package.
Remove a member #
On the Members page, open the menu next to the colleague and choose Remove Member.
