Invite your team
Add colleagues to your organization and choose which workspaces each person can use.
Invite colleagues to your organization, then decide which workspaces they can open and what they can do there.
Before you start
You need to be the organization owner or an admin to invite people. Each person uses a seat on your plan. The Members page shows how many seats are in use, with a Manage seats link if you need more.
Send an invitation
- In the left sidebar, select Members.
- Under Invite a member, enter your colleague's Email.
- Under Workspace access, choose a Workspace and a Role:
- Admin has full access to everything in that workspace.
- Member gets only the permissions you tick: View, Create / upload, Edit, Delete, Share, Comment & chat, and Signatures.
- To give access to more than one workspace, add another row.
- Select Send invite.
Your colleague gets an email with a link to join. If they already have an account, the invitation also appears on their own Members page under Invitations for you.
Change someone's access later
On the Members page, select Manage access next to the person's name to change their workspaces, role or permissions.
If you're out of seats
If your plan has no free seat, you'll see a message with a link to upgrade. Owners can add seats from the Billing page.
Common questions
Do clients need a seat?
No. Seats are for your own team. Clients use share links, file requests, Secure Drop and signature requests, and none of those need a seat.