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Invite a teammate safely
Give the right person access to only the intended workspace.
Plan: Free+4 clear steps
Follow the steps
01
Check your workspace
Use the workspace switcher to confirm the team and dataset you mean to share.
02
Open Settings → Team
Owners and admins can review current members and send an invitation, within the workspace plan limit.
03
Select the role
Grant the least access needed. A viewer can inspect permitted records, while a member can perform supported write work.
04
Verify acceptance
After the teammate accepts, confirm their membership is active in the intended workspace.
BEFORE YOU MOVE ON
Check the result
The teammate appears as active with the expected role.
Worth knowing
An invitation is not the same as an accepted membership; do not use it as proof of access.