Invite people
Go to Settings › Members and use Invite people. Enter one or more emails and choose a role. Each person gets a link that expires in 7 days; accepting it takes them straight into your workspace.
Every plan includes team seats (Solo 1, Studio 5, Agency 15). You can add extra seats from Plan and billing. Your clients' portal contacts don't use seats.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including the plan's billing, deleting the workspace and exporting its data. |
| Admin | Everything in the agency except paying for the plan and deleting the workspace. |
| Manager | Clients, projects, documents and invoices; assigns work and sees capacity. |
| Member | Works on their requests and projects; edits the clients they own. |
| Guest | Outside collaborators: only the boards they're invited to. |
See the details in Settings › Roles.
Teams
In Settings › Teams you group people (for example Design or Accounts) to assign work and filter boards.
Security
Everyone can turn on two-step verification in Settings › Security. On the Agency plan, the owner can require it for the whole team: anyone without it has to turn it on before getting in.