Bring a teammate into
the workspace they need.
A new teammate needs access to one workspace, with the right permissions, and you want to know what they’ll see when the invitation arrives.
By the end, your teammate has a pending invitation to the workspace with the role you picked, and you can manage it until they respond.
Before you start
- Access to the workspace settings, with permission to invite members.
- Your teammate’s full name and email address.
Watch the walkthrough
Here's how to invite a teammate into one workspace, with a role that sets what they can do.
In the workspace settings, Members lists everyone in this workspace and their role. To add someone, click Invite member.
Type their full name and email.
Then assign a role: Project Manager or Media Producer. The role decides what they can do in this workspace.
Click Send invitation.
Under Invitations, Sam's invitation is Pending, with the role you picked.
Sam gets an email with a Join Workspace Now button. The invitation expires in 7 days.
The link shows who invited them, to which workspace, and what the role allows. As a Media Producer, Sam can upload, edit, and download assets and post comments, but can't delete assets or invite people to this workspace.
When Sam clicks Accept, they create an account and join the workspace.
While it's pending, you can change its role right in this list, copy its link, or delete it.
For a pending invitation, Resend becomes available 30 minutes after it's sent.
Someone already in your organization is added right away, without an invitation to accept, and gets an email saying so. Each new person takes a seat; with Autoscale off, you need a free seat to invite someone new.
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One invitation, one workspace, one role.
You invite a teammate into a specific workspace, and the role you pick decides what they can do there. Here, Alex invites Sam Patel to Northstar Creative as a Media Producer.
Open your workspace settings to follow along.
- 01
Open Members
In the workspace settings, Members lists everyone in this workspace and their role. To add someone, click Invite member.
- 02
Enter their name and email
In Invite a member, type their Full name and Member email.
- 03
Assign a role
Under Assign role, pick Project Manager or Media Producer. The role decides what they can do in this workspace.
- 04
Send the invitation
Click Send invitation. YetOnePro confirms: “Invitation sent.”
- 05
Find it under Invitations
Under Invitations, Sam’s invitation is Pending, with the role you picked.
- 06
What the email says
Sam gets an email with a Join Workspace Now button. The invitation expires in 7 days.
- 07
What the invitation page shows
The link opens a page that shows who invited them, to which workspace, and what the role allows: “Your role will be «Media Producer», which includes the following permissions:”.
As a Media Producer, Sam can upload, edit and download assets and post comments, but can’t delete assets or invite people to this workspace.
- 08
Manage a pending invitation
While it’s pending, you can change its role right in the Invitations list, copy its link, or delete it. Resend becomes available 30 minutes after the invitation is sent.
Someone already in your organization is added right away, without an invitation to accept, and gets an email saying so.
Check the result
- In Invite a member, you entered the full name, the email and the role.
- Under Invitations, the invitation is Pending with the role you picked.
- Your teammate got an email with a Join Workspace Now button.
If it didn’t work
I don’t see Resend on a pending invitation.
Resend becomes available 30 minutes after the invitation is sent.
I picked the wrong role.
While the invitation is pending, change its role right in the Invitations list.
The person is already in my organization.
They’re added to the workspace right away, without an invitation to accept, and get an email saying so.