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Invite your team

Add the people who keep your trust center true, and give each the role they need. Seats are for people who edit; viewers are free.

1 min readUpdated

Roles

RoleWhat they can doSeat
ViewerSees everything, changes nothingFree
EditorAdds certificates, uploads files, decides access requestsUses a seat
AdminEverything above, plus people and settingsUses a seat
OwnerEverything, including deleting the workspaceUses a seat

Nobody can change their own role, and a workspace always keeps at least one owner. Only an owner can make someone else an owner.

Send invitations

  1. Step 1: Open Members and seats

    Press ⌘ , for Workspace settings, then choose Members and seats and Invite people.

  2. Step 2: Add their emails

    Enter up to 20 email addresses at once and choose a role: Viewer, Editor or Admin.

  3. Step 3: Send the invite

    Select Send invite. Each person gets an email with a link that works for 7 days. They sign in with the address you invited.

Pending invitations show in the same list, where you can Resend or Withdraw them. An invitation for a seat role counts toward your seats while it’s pending.

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