Organization

Invite teammates and manage access

Create shareable invitations and choose the right role for each teammate.

Before you start

Know the teammate’s sign-in email and the access they need. Invitations are shared manually, not sent automatically.

Owners and admins manage invitations and non-owner teammates. Owner access and your own membership cannot be changed through the team controls.

Open Members & roles. Enter Email and choose Role, then Create invite link.
Copy and privately send the invitation link to that teammate. Pending invites can be copied again or canceled.
The teammate opens the link and signs in with the same email used in the invitation, then accepts it.
Use the role selector for an eligible existing member to change access, or the removal action to remove access.
Assign editors for data preparation and reviewers for approval. Owners/admins can both prepare and review; viewers are read-only.

Invitation links expire after 14 days and are email-matched. Approval and edit privileges remain separate for editors and reviewers.

An expired or canceled link needs a new invitation.
Signing in under a different email does not satisfy the invitation.
There is no organization switcher in the current interface; do not assume multiple memberships can be switched between.
Online billing is unavailable. Owners control billing responsibilities, but checkout and a billing portal are not live.