Your Team
Invite teammates, assign roles, and collaborate.
Need help managing things? Invite other people to your workspace. They can help set up automations, upload files, or simply keep an eye on how things are running.
Inviting Someone
1
Go to Team in the sidebar.
2
Click Invite Member.
3
Enter their email address and choose a role.
4
Click Send Invite. They'll get an email with a link to join.
Roles Explained
- Admin — can do everything: manage automations, billing, team, and settings
- Editor — can create and manage automations, upload files, and connect accounts, but cannot change billing or team settings
- Viewer — can only look at automations and executions, but cannot change anything
Tip: The person who created the workspace is the Owner and always has full access.
Removing a Team Member
On the Team page, click the three-dot menu next to the person's name and choose Remove. They'll lose access immediately.