Members and roles

Add members at workspace or project level, manage access, and remove people safely.

# Workspace members

Workspace members see all projects unless restricted. Add core teammates here.

# Project members

Project members only see that project. Use this for clients, contractors and observers.

# Add members

• Search users by name or email.
• Send an invitation.
• They join after accepting the token link.

# Remove members

Remove from workspace or project settings. Access ends immediately. Past work and logs are kept.

# Access rules

• Only invite people who need the work.
• Keep client data in separate workspaces.
• Review members quarterly and remove leavers.