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Account & billing

Team & roles

Invite teammates to your Lapsewise workspace, assign record owners, and manage roles so the right person is reminded about each renewal.

Team & roles

Lapsewise is built to be shared. Invite your team into one workspace, assign owners to records, and everyone works from the same runway and status board.

Inviting teammates

  1. Open your workspace settings / team section.
  2. Invite a teammate by email.
  3. They accept the invite and join your workspace.

Everyone in the workspace sees the shared records, runway, and status board (subject to their role).

Owners

Each record has an owner — the person responsible for acting on it. Reminders go to the owner, at 8am in their local timezone. Assigning the right owner means the renewal nudge lands on the desk that can actually do something about it.

Roles

Workspaces support roles (such as owner/admin and member) that govern what each person can change — for example, who can manage billing, invite others, or edit workspace-wide settings like the logo and currency. Day-to-day, members can manage the records and dates they're responsible for.

Tips

  • Assign owners as you create records, so reminders are routed correctly from day one.
  • Reassign ownership when people change roles or leave, so dates don't fall through the cracks.
  • Use Slack reminders for team-wide visibility on top of per-owner emails.

FAQ

Will a teammate in another country get reminders at a sensible time? Yes — reminders fire at 8am in each person's own timezone.

Can two people own the same record? Each record has one owner for clear accountability; use Slack reminders to keep the wider team informed.

How many people can I add? Depends on your plan — see Plans & billing.


Next: Plans & billing · How reminders work

Ready to stop things lapsing? Start with Lapsewise — add a date, attach the document, get reminded.