Workspaces and inviting people

Your workspace

A workspace holds your team of workers, your to-dos, chats, goals and files. Your first workspace is made when you first sign in, named after you.

Everyone in a workspace can see the content in it. The number of workers a workspace holds depends on its subscription.

Roles

• Owner: can do everything an admin can, and can make someone else an owner.
• Admin: can invite people, change roles, remove members, and change the subscription.
• Member: works in the workspace, and asks an owner or admin for changes.

Invite someone

Owners and admins invite people in the web app.

1. Open Settings, then Members.
2. For someone who already has an account, click Invite Member, enter their email address and a role, then click Send Invite.
3. For someone with no account yet, click New Invite Link, enter their email address and a role, then click Create Link. Click Copy Link and send it to them.

An invite link works once and expires in 7 days. Until it is used, you can turn it off under Invite links.

Change a role or remove someone

On Settings > Members, an owner or admin can change a person's role or click Remove. Only an owner can change another owner.

When you are removed from a workspace, it closes on your devices. On the Mac, the app says "You no longer have access to" that workspace.

Switch workspaces

• On iPhone, tap the workspace's name at the top of the sidebar, or open Settings, then Account.
• On the Mac, the app asks you to choose a workspace when you sign in and your account is in more than one.

Answering a worker

Only the person who started a task can answer what it asks. A step on a Mac waits for the account that set up that Mac.