Team and roles

Team members work inside the shared workspace. External contacts receive reminder emails without joining it. Choose the level of access the person actually needs.

Invite a team member

1. Open the account/profile control in the top bar.
2. Go to Workspace > Members. Member-management controls are available to owners and admins.
3. Create an invitation with the appropriate role and, where needed, a recipient email.
4. Copy and share the invitation link. The app reports whether an invitation email was sent.
5. Check Members after the person accepts.

An email-specific invitation must be accepted by the matching signed-in email. It is not simply a label. Pending links can be copied or revoked. Seat limits apply when a person joins: Free has one user and Pro supports up to 20.

Roles

• Owner: owns the workspace and manages the available workspace and billing controls.
• Admin: manages workspace settings and members as well as records.
• Member: views and edits workspace records and manages personal settings, subject to the available permissions.

The interface protects the workspace owner from ordinary member remove/change-role actions. Reassign records and backup duties before someone leaves or changes responsibilities.

Record owners and additional recipients

The creator initially owns a new record. Change Responsible person in the record panel when another member should handle it. Add colleagues through Reminder recipients > Manage reminders to include them in reminders without changing ownership.

Each team member sets their own reminder timezone under Account > Preferences. SMS settings are personal; Slack is configured for the workspace.

People who only need an email

For a customer, supplier or employee who should receive reminders without workspace access, use Account > Contacts. Contacts do not consume team seats and must confirm before external reminder emails become eligible.

Use bulk reminder management to assign additional team members and contacts together across several records. Bulk recipient changes keep each record's owner.

Documents and visibility

Workspace membership grants broader access than a reminder contact or document upload link. Employee Docs uses workspace access; an employee name or a tag called private does not create a separate confidentiality boundary.