Effective collaboration begins with managing team access seamlessly. The Team Access panel lets you invite new members, monitor their invitation status, and remove members when needed — all from a single, easy-to-use interface.
In this documentation, we’ll walk you through the process of inviting team members, tracking their status, and managing your existing team list.
Let’s get started 🚀
Navigation
Step 1: Log in to your account and click the Account icon in the bottom left sidebar.
Step 2: Select the Settings option to access the Account Details page.
Step 3: In the Settings page, click the Team Access tab.
You will now be on the Team Access page, where you can add and manage your team members.
Invite Team Member
This section is used to send invitations to new teammates who should have access to your workspace.
Step 1: Enter the team member’s email address in the Email input field.
Step 2: Once entered, click the Invite Team button to send the invitation.
The invitee will receive an email with a link to join. Once they accept, their status will update to Accepted in your Team Members List.
Note: If a user tries to add a team member but their current plan doesn't include enough seats, an error message will appear as shown below.
Team Members List
This displays all the individuals who have been invited to your workspace, along with their current invitation status and available actions.
Each listed member includes:
Element | Description |
Label or Role Tag | Displays the team or group name associated with the member. |
Email Address | Shows the invited or active team member’s email address. |
Status Indicator | Accepted (Green badge): Member has joined the workspace. Pending (Red badge): Invitation sent but not yet accepted. |
Actions that can be performed:
Resend: (Only for Pending status) Resends the invitation again.
Remove: Revokes access and deletes membership.