Invite collaborators to a workspace

Within each Workspace, the Admin can manage who has access as an admin, editor, or viewer. This enables you to give edit or admin rights in one Workspace, and 'view-only' access in another. If you have SSO enabled, anyone in your company can automatically join as a viewer. 

If you do not have SSO enabled, only Organization admins and Workspace admins can invite new users to a Workspace. All users always have viewing rights to all Workspaces by default (if they are public). To grant editing rights, add someone as a Contributor/Workspace editor:

• Go to your profile picture in the top right corner and click on Settings.

• Navigate to Users in the left side menu.

• Under 'Invite new users,' input the email addresses of the people you wish to invite.

• Choose a Role from the dropdown menu.

• Select a Workspace (only for Contributors, Workspace admins and Editors).

• Add more members if needed by clicking '+ Add another.'

• Once all emails are filled, click 'Send Invitations.'

• Now set the user's permissions—this is a required step, please pay attention to the following instructions:

Set the new user's permissions

• After you've invited a new user, go to Settings > Workspaces > click the "..." to the right side of your Workspace > Edit Workspace

• You'll notice 3 sets of user lists. One for admins, one for editors, and one for viewers.

• Scroll to the bottom of the list relevant to you. If you want to invite someone as an editor, for example, you'll want to choose the "Editor" list.

• Add the user by typing their name into the text box and clicking submit.