Invite your team

Create invite links for the people you work with, give each a role, and change or remove members later.

You add people to your workspace with invite links. Each link is for one email address and one role.

Who can do this

Only workspace owners and admins can invite, change roles and remove members. Members and viewers see the Team page with the note Only owners and admins can invite and manage members. In the demo workspace the page is read-only.

Steps

Invite someone

Open the account menu (your name, top right) and choose Role Permission. Or go to Team.
Under Invite a member, enter the person's Email.
Choose a Role: Admin, Member or Viewer. Member is picked for you.
Click Create invite link.
Click Copy link and send the link to the person yourself, for example by chat or email.

onhr does not email the invite. The link works for 7 days, and only for the email you entered. The person opens it and follows Join a workspace from an invite.

If you invite the same email again, the new link replaces the old one.

See or cancel open invites

Pending invites lists every link that has not been used yet, with its role and the date it expires. Each one has its link and a Copy link button, so you can send it again.

To cancel an invite, click Revoke. The link stops working.

Change someone's role

In the members list, find the person.
Under Manage, pick a new role from the list next to their name.

The person normally gets an in-app notification that their role changed. They do not get it if they turned off Team activity or In-app notifications. You cannot change your own role or the owner's role, so there is no list next to those rows.

Remove someone

In the members list, click Remove next to the person.
Click Confirm remove, or Cancel to keep them.

They lose access to the workspace. You cannot remove yourself or the owner.

What each role can do

The Roles & permissions table at the bottom of the Team page shows what each role can do:

Capability	Owner	Admin	Member	Viewer
View dashboards	Yes	Yes	Yes	Yes
Manage contacts & deals	Yes	Yes	Yes	No
Approve leave & claims	Yes	Yes	No	No
Post, pay & void finance documents	Yes	Yes	No	No
Edit company details	Yes	Yes	No	No
Manage billing & plan	Yes	Yes	No	No
Invite & manage members	Yes	Yes	No	No
Manage the workspace AI key	Yes	Yes	No	No
Manage the workspace email key	Yes	Yes	No	No
Send broadcasts by email	Yes	Yes	No	No
Manage AI agents & their spend	Yes	Yes	No	No
See & revoke everyone's API keys	Yes	Yes	No	No
Delete workspace	Yes	No	No	No

The person who created the workspace is its owner. The owner role cannot be given in an invite or a role change.

Common problems

That person is already a member of this workspace. They are already in. Change their role instead.
Please enter a valid email address. Check the email for typing mistakes.
You cannot change your own role. Ask another owner or admin to do it.
The owner’s role cannot be changed. and The owner cannot be removed. The owner always stays the owner.
You cannot remove yourself from the workspace. Ask another owner or admin.
Only owners and admins can manage members. Ask an owner or admin.
The demo workspace is read-only. Sign up to invite your own team. Sign up for your own workspace first.