Team & settings · Guide 6 of 37

Invite your team

Choose the right access level and invite people into selected private workspaces.

Before you start

Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
Have the teammate’s correct sign-in email and available people capacity on your plan.

Step 1
Open Team access
Select Portal settings at the bottom of the workspace sidebar. Team access appears near the top of Workspace settings.
Step 2
Select workspaces and role
If Give access to is shown, select only the workspaces the teammate needs. Choose Member for reading and searching, or Admin for a teammate who should curate content and manage access.
Step 3
Send an email invitation
Enter the teammate’s email and select Invite. Ask them to sign in using that same email; check the People list for the invitation or membership.
Step 4
Use links or domain joining selectively
A Private invite link lets signed-in recipients join as members. Company email domain allows confirmed addresses at that domain to join as members. Leave domain joining off if access must be individually approved.

Practical example

Invite your operations manager as Admin and a new employee as Member. The employee can consume approved knowledge without editing the organization.

The invite is still pending: Ask the recipient to use the invited email and complete any email confirmation. Do not send a broader public link just to work around the wrong account.
An old link was shared too widely: Reset the private link with the reset icon, or disable it. Resetting blocks future joins through the old link; review existing memberships separately.

Each teammate has an intentional role and access only to the selected workspaces.