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Collaboration starts with your team being in the same workspace. Inviting someone gives them access to your lists and tasks, scoped by the role you assign them. Owners and admins can further limit what each member sees by granting access to specific folders and lists only.

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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. You can also let people join via a shared invite link instead of individual email invitations. Enable invite links under Settings > Workspace security, then share the generated link. See Workspace security for domain whitelisting, join requests, and link reset.

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Choosing a role

Use the Viewer role for clients or stakeholders who need visibility but shouldn’t make changes to tasks.Read more about roles