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Collaboration starts with your team being in the same workspace. Inviting someone gives them access to your lists, tasks, and views, scoped by the role you assign them.

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How to invite someone

1

Open Settings

Go to Settings > Members in the sidebar.
2

Click Invite member

Click the Invite member button.
3

Enter their email and choose a role

Type the person’s email address and select an appropriate role.
4

Send the invitation

Click Send. The person will receive an email with a link to join the workspace.
Once they accept the invitation, they appear in the member list and can be assigned to tasks, mentioned in comments, and collaborate with the rest of the team.

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Choosing a role

RoleWhat they can do
OwnerFull access, including billing and deleting the workspace
AdminManage settings, members, and all workspace content
MemberCreate and edit tasks and content
ViewerView tasks and boards only (cannot make changes)
Use the Viewer role for clients or stakeholders who need visibility but shouldn’t make changes to tasks.Read more about roles