How to invite a member and assign a role

An invitation should provide access only to the team and data a person needs for their work.

1. Prepare the invitation

Check the recipient email and select the workspace with the required team. Do not use shared accounts.

2. Assign the minimum role

Start with the role sufficient for the current task. Expand permissions only after confirming that the scenario cannot work without them.

3. Verify after sign-in

Ask the user to sign in and confirm that expected workspaces, team, and materials are visible. If access is too broad or too narrow, fix membership or role.

Next step

Read workspace access management for regular role reviews.