Workspace Members

Workspace Members is the collaboration feature built into each workspace. It lets you bring other people into your workspace with controlled access - they can view your charts, help build them, or help administer the workspace depending on the role you assign them. Members are managed per workspace, so the same person can have different roles in different workspaces.

To open the Members page, click the workspace name dropdown in the upper left corner of your workspace and select Members.

Note

Inviting members requires a paid plan. Free accounts cannot send invites.

Roles

Each member is assigned one of the following roles when they are invited. Roles control what a member can do inside the workspace.

Role	What they can do
Owner	Full control - manage members, settings, and all content. The owner is the account that created the workspace and cannot be removed or reassigned.
Admin	Manage members and settings, create and edit all sheets and charts.
Editor	Create, edit, and delete sheets and charts. Cannot manage members or settings.
Viewer	View charts, sheets, and exports. Cannot make any changes.

Coming Soon

Currently only the Viewer role is available when inviting members. Admin and Editor roles are coming soon.

Tip

Admins and Editors count as billable seats on your plan. Viewers do not add to your bill.

Inviting a Member

The Workspace Members page showing a list of current members, their roles, and an Invite Member button in the upper right.

Click Invite Member to open the invite dialog. Fill in:

• Email address - the email of the person you want to invite
• Role - the role they will have when they join (defaults to Viewer)
• Message (optional) - a personal note included in the invitation email

Click Send Invite to send the invitation. The invitee will receive an email with a link to accept. The invite link is valid for 7 days.

Pending invites appear under the Invites tab until they are accepted or canceled.

Note

The invitee must use the same email address to sign in or create an account. Invites cannot be transferred to a different email address.

Accepting an Invite

When someone receives a workspace invite email, they click the link inside it. If they are not already logged in, they will see a preview of the invite and be prompted to log in or create a free account. Once logged in, accepting the invite adds them to the workspace immediately.

Managing Existing Members

From the Members tab you can see all current members with their name, email, and role.

If you are an Owner or Admin, you can:

• Change a member’s role - open the role dropdown next to their name and select a new role
• Remove a member - open the row menu and select Remove. The member will immediately lose access to the workspace.

You cannot change the role of the workspace Owner, and you cannot remove yourself.

Cancelling a Pending Invite

Open the Invites tab to see all invites that have not yet been accepted. To cancel an invite, open the row menu next to it and select Cancel. The invite link in the email will no longer work.

The Invites tab shows a list of pending workspace invitations.

Member Limits by Plan

The total number of members and invites combined counts toward your workspace’s member capacity.

Plan	Member Capacity
Free	Invites not available
Solo	5 members (additional viewers only)
Pro	5 members (additional viewers only)
Team	Unlimited

When the limit is reached, the Invite Member button is disabled until an existing member is removed or an invite is cancelled.