Workspace and people
Invite people and roles
Bring colleagues in, pick the right level for each, and change your mind safely later.
- 3 minute read
- 3 interactive walkthroughs
- For workspace owners and admins
Inviting people#
People joins the workspace from Settings, under People. An invitation is an email address and a role; several addresses can be invited in one go. The person gets a message, creates an account if they have none, and lands in this workspace.
Invite people before they are needed rather than on the busy day. A colleague who can already sign in is worth more than a shared password, which is never right.
- Home
- Websites
- Licences
- Templates
- Media
- Cube apps
- Settings
Invite people
Members
Waiting to join
user@domain.comSend againCancel invitationStep 1 of 5
People, in Settings
Invitations to the workspace start here. Several addresses can be invited in one go.
Reduced motion is on, so the walkthrough waits for you. Use the arrows or pick a step.
- 1Open Settings, then People.
- 2Enter each address and choose the lowest role that does the job.
- 3Send the invitations and check Waiting to join until they accept.
The four roles#
Owner holds everything, including billing and deleting the workspace, and there must be at least one. Admin manages people, licences and every website. Member builds and maintains websites. Viewer sees everything in the workspace and changes nothing, which suits accountants and clients who want to watch.
Choose the smallest role that lets a person work. Raising someone's role later takes a second; undoing a change made by mistake does not.
- Home
- Websites
- Licences
- Templates
- Media
- Cube apps
- Settings
Invite people
Members
Waiting to join
user@domain.comSend againCancel invitationStep 1 of 2
Who is in
Everyone with access, with their role beside them. Deactivated people stay listed so their work keeps its name.
Reduced motion is on, so the walkthrough waits for you. Use the arrows or pick a step.
Good to know: A viewer can still open previews and read everything, which is exactly what a client asked to look but not touch needs.
Changing and removing#
Roles change from the same list. Members can be deactivated rather than removed, which stops their sign-in and keeps their name on anything they did; everyone who worked on a site leaving no trace was never a feature.
Ownership can be handed over with Make owner, which is the right move when the person who set the workspace moves on. A workspace always ends up with at least one active owner.
- Home
- Websites
- Licences
- Templates
- Media
- Cube apps
- Settings
Invite people
Members
Waiting to join
user@domain.comSend againCancel invitationStep 1 of 2
Handing over ownership
Make owner is the right move when the person who set the workspace moves on. There is always at least one owner.
Reduced motion is on, so the walkthrough waits for you. Use the arrows or pick a step.
- Every person on the list still needs access
- Roles as small as they can be
- A second owner exists
- Departures deactivated on the day, not later
Common questions
Can I invite someone outside the company?
Yes. An invitation is to a workspace, not to a company; a freelance designer signs in like anyone else, with the role you choose.
What does an invitation wait on?
The person accepting it. If it seems lost, Send again sends a fresh email; Cancel invitation withdraws it.
Related guides
Something here out of date, or a step that did not match what you see? Tell us and we will correct the guide. Never send a password or an API token.