Role types
Custom roles
Before you can invite a collaborator, you need at least one custom role. Create roles under Settings > Roles. A custom role is a named bundle of permission codes. Available permissions include:
Assign whichever combination of codes reflects the access level you want that role to have.
Invite a member
1
Create a custom role (if needed)
Go to Settings > Roles and create a role with the appropriate permissions. You must have at least one custom role before sending an invite.
2
Open Members settings
Go to Settings > Members and click Invite member.
3
Enter their email and assign a role
Enter the invitee’s email address and select the custom role they should receive. Each invitee is assigned exactly one custom role at invite time.
4
Send the invite
Click Send invite. The invitee receives an email with a link to accept. Once accepted, they appear in the Members list.
Remove a member
Go to Settings > Members, find the member, and click Remove. Their access is revoked immediately. The owner cannot be removed through this flow — transfer ownership first if needed.Member limits
The Free plan includes only the owner. Upgrade to Pro to invite collaborators.
