Getting started
Roles, permissions and invitations
Every workspace starts with Admin, Member and Viewer roles. Create your own roles and invite people from Members.
The person who creates the workspace is its owner. Each workspace starts with three roles: Admin with every permission, Member to create and maintain shared knowledge, and Viewer with read-only access.
Custom roles
Open Settings > Roles to create a role and choose its permissions, for example who may manage connections, run automations or see organisation-wide usage. A member can have several roles; they get every permission any of their roles allows.
Inviting people
- Open Members and choose Invite member.
- Enter their email address and pick their roles.
- Create the invite. The link is valid for 7 days.
Invitations are emailed when the workspace has SMTP set up; otherwise use Copy invite link and send it yourself. Each package allows a number of members (Free 3, Starter 10, Pro 25, Business unlimited), and open invitations count towards it.