- Open Access & roles. Open Settings, then Access & roles. The description is Team, invitations, and what each role can do.
- Choose Invite member. On Members, choose Invite member. The dialog title is Invite a teammate. It says they will receive an email with a secure link to join this workspace.
- Choose a role. The roles are Admin, Editor, Viewer, and Collaborator. Owner, Admin, Editor, and Viewer are workspace-wide. A Collaborator is limited to one project you select. You do not invite an Owner from this dialog.
- On Business, choose a seat. A Business workspace also shows Seat, with Creator seat and Member seat. A Member seat can ask Marshi and check work against the brand, and does not produce or publish. Other plans do not ask you to pick a seat.
- Send. Choose Send invitation. An Admin invite uses Send Admin invitation. They join from the email link.
Common questions
What if there is no open seat?
The dialog says when every creator seat is in use and offers Invite as Member instead when member seats remain. Add a seat from Plan & billing when you need another Creator seat. A full workspace tells the invitee it has no open seats.
