Invite and manage collaborators

Give people the access they need and remove it when responsibilities change.

Collaboration & AICollaboration1 min readRoute /app/workspace/manage

Confirm the recipient

Invite a known email address whenever possible and verify the destination workspace before sending.

Assign the narrowest role that supports the person’s responsibilities. Broader access should have a clear business reason.

Revoke expired or unnecessary invitations so they cannot be accepted later by mistake.

Review members after role changes, contractor departures, project completion, or organizational changes.

Removing a collaborator should end their access while preserving business records the workspace still needs.

Treat ownership transfer as an administrative change. Confirm the new owner can manage members, billing, and important workspace settings.

Give people the access they need and remove it when responsibilities change.

Collaboration & AICollaboration1 min readRoute /app/workspace/manage

Invite a known email address whenever possible and verify the destination workspace before sending.

Assign the narrowest role that supports the person’s responsibilities. Broader access should have a clear business reason.

Revoke expired or unnecessary invitations so they cannot be accepted later by mistake.

Review members after role changes, contractor departures, project completion, or organizational changes.

Removing a collaborator should end their access while preserving business records the workspace still needs.

Treat ownership transfer as an administrative change. Confirm the new owner can manage members, billing, and important workspace settings.