Team members & roles

You manage your team from Settings, in the Team card. Only owners and admins see the invite form and can add people; members see the list of who's in the workspace but can't change it. You can invite by email and, once an invitation exists, also share a direct link.

An invitation is created at a role you choose. If you're an admin you can invite people as Admin or Member; only an owner can invite someone as an Owner. Each pending invite shows the role and an expiry date, and you can re-send, copy its link, or revoke it at any time.

When someone opens their invite link they land on a join page showing the workspace name and the role they've been offered. They accept while signed in as the exact email the invite was sent to — the workspace checks the address matches before letting them in.

If they're not signed in yet, the page offers "Email me a sign-in link". That magic link returns them to the same invite page after they sign in, where they finish with "Accept invitation" and are taken straight into the workspace. An invite that has expired, been revoked, or already accepted will say it's no longer valid, and signing in under a different email address shows a clear mismatch message.

Every workspace has three roles, in increasing order of access: Member, Admin, and Owner. Higher roles include everything the lower ones can do.

Members run the day-to-day document work. Owners and admins add the financial and administrative controls on top. A few owner-only powers — chiefly anything to do with owners and the billing plan — are reserved so the workspace always has someone fully in charge.

In the Team card, owners and admins can change a member's role from the dropdown beside their name, or remove them with the trash icon. The change saves immediately and the person's access updates right away.

The rules protect the workspace's chain of command. You can't change your own role or remove yourself from this list (use Leave instead). Admins can manage members and other admins but not owners — only an owner can promote someone to Owner, demote an owner, or remove an owner. And the workspace will never let you remove or demote the last remaining owner, since every workspace needs at least one.

At the bottom of the Team card is "Leave this workspace". Leaving removes you immediately — you lose access to that workspace's clients, documents and payments, and can only return if an owner or admin invites you back. You'll be asked to confirm before it happens.

If you're the only owner, the Leave button is disabled. Hand ownership to someone else first by promoting another member to Owner, or, if you're closing things down entirely, delete your account. (If you do delete your account as the sole owner of a workspace that still has other members, the longest-standing teammate is automatically promoted to owner so the team keeps the workspace.)

How many people can be in a workspace depends on its plan. A pending invitation counts toward the limit too, so re-sending invites doesn't let you sneak past the cap.

When you've hit the limit, the invite form is replaced by a prompt to upgrade. Changing the plan is an owner-only action, done from Settings → Billing.