Invite your team

Invite teammates so the team can plan work together, see progress, and share updates from the same workspace.

Workspace owners can invite people by email from Members. When Slack is connected, invitations can also be delivered in Slack.

Invite members

Invite from the team when the person already belongs to a team. That gives them workspace access and the right team role in one flow, so they land where planning, standups, boards, and updates already happen.

Use Members when you need to add someone at the workspace level first, or when you are assigning a workspace role such as owner, admin, or member.

Role	Use it for
Owner	People who manage billing, workspace settings, integrations, members, and taxonomy.
Admin	People who help administer workspace settings, apps, members, and access.
Member	People who participate in teams, initiatives, tasks, standups, and recaps.

Pending invites are tracked by status: pending, accepted, or declined. You can resend or revoke any invite that has not been accepted.

Add people to teams

Teams group people around the way work actually happens. Add members to teams when boards, standups, recaps, and insights should use the same group.

Team roles are separate from workspace roles.

Role	Use it for
Admin	Manages the team and participates in team work.
Member	Participates in team work, standups, boards, recaps, and insights.
Observer	Views team context without contributing standup updates or team work.
Coordinator	Manages team setup without participating in team work.

After inviting

Have new members connect personal apps such as version control, issue tracking, calendar, and Slack. Team setup pages show which integrations each member has connected, so admins can spot gaps before running standups, recaps, or insights.

After people join, use Teams to group members for boards, standups, recaps, and insights, then plan today's work from the initiative and connected activity.