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Workspaces have members with different roles that control access and permissions.

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Roles

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Add members

  1. Open Settings > Members.
  2. Click Invite Member.
  3. Enter their email and choose a role.
  4. The invitee receives an email with a link to join the workspace.

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Approve join requests

When invite links are enabled and someone outside your allowed email domains requests access, their request appears at the top of Settings > Members for owners and admins. Approve to add them as a member, or decline to reject the request. Both outcomes notify the requester by email. Learn more about invite links and security settings

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Remove members

Only workspace owners can remove members. Open Settings > Members and click the remove icon next to the member you want to remove. The owner cannot be removed.

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Access-restricted members

Workspace owners and admins can restrict a member to a specific subset of folders and lists, regardless of their workspace role. When access restriction is enabled for a member:
  • They can only see folders and lists explicitly granted to them.
  • Tasks in non-granted lists are hidden from their view.
  • Attempting to access a task, create a task in, or comment on a task inside an inaccessible list returns a 403 error via the API.
Access restrictions apply on top of the member’s role, a restricted Member can still create and edit tasks, but only within the lists they can access.
Use the Viewer role for clients or stakeholders who need visibility but shouldn’t make changes to tasks.