---
title: "Invite people and manage access"
canonical_url: https://zentrik.ai/docs/product/workspace-access
markdown_url: https://zentrik.ai/docs/product/workspace-access.md
category: "Product guides"
learning_track: "administration"
last_reviewed: 2026-08-29
---

# Invite people and manage access

Bring a first group into a workspace, give them the access they need, and track each invitation from one clear workflow.

## Overview

Open **Settings → People** when you are bringing people into the current workspace. **Members** keeps active members and pending invitations separate, so you can see who already has access and who still needs to accept.

If you administer several workspaces, use **Switch workspace** in the top-left team menu before you open People. Use **Settings → Workspaces** for workspace naming and defaults. Open **Teams** when a person already has workspace access and you only need to change their team membership.

## 1. Invite the first group

1. Open **Settings → People**.
2. Choose **Invite people**.
3. Enter one or more email addresses. Press Enter or use a comma between addresses.
4. Review the access summary. The default gives each person workspace access and places them in the default team.
5. Choose **Change** only when the group needs a different workspace role, team, or team role.
6. Choose **Send invitation**. When you entered more than one address, the button shows the invitation count.

Invite people together when they need the same access. Start another invitation when someone needs a different role or team. You do not need to create teams before inviting the first group; every workspace already has a default team.

## 2. Choose the access each person needs

Workspace access and team access have different jobs.

| Access | Controls | Common choice |
| --- | --- | --- |
| **Workspace role** | Workspace-wide administration or participation | **Editor** for people who create and update product work; **Viewer** for read-only participation |
| **Team role** | What the person can do inside one team | **Editor** for contributors; **Viewer** for read-only team access; **Admin** for the person who manages that team |

Use **Owner** and **Workspace Admin** only for people who must manage workspace-wide settings. A **Team Admin** can manage one team, but does not receive workspace administration access.

For the complete role model and team-owned work behavior, see [Teams and team access](https://zentrik.ai/docs/product/teams).

## 3. Review members and pending invitations

After you send invitations, open the **Invitations** view. Each invitation stays there until it is accepted or revoked.

Use the table to check:

- the invited email address
- the intended workspace and team access
- whether delivery is pending or failed
- when the invitation was sent and when it expires

Use the row menu to resend, copy the invite link, or revoke an invitation. Check the recorded state before sending a second invitation to the same address.

Accepted invitations move to the **Members** view. The member row shows the person, workspace role, team assignments, and joined date. Search applies only to the view you have open.

## 4. Change or remove access safely

Use the **Members** tab to change a workspace role or remove a person from the workspace. Use the **Teams** tab to change membership or roles for one team.

Before removing workspace access:

1. confirm the person and workspace
2. transfer any product ownership or operating responsibility
3. check integrations, API keys, or automations they own
4. remove the membership
5. rotate credentials they could access when required

Removing someone from one team does not remove their workspace access or their membership in other teams. Every workspace member must keep at least one team assignment.

## 5. Choose the right administration page

| Page | Use it for |
| --- | --- |
| **People → Members** | Invite a group, review members, track pending invitations, and change workspace roles |
| **People → Teams** | Create teams and manage one team’s members and roles |
| **Workspaces** | Create, name, switch, and choose a default workspace |

For billing, API keys, integrations, workspace boundaries, and offboarding policy, see [Workspace administration](https://zentrik.ai/docs/product/workspace-administration).

## Troubleshooting

### The invitation has not arrived

Open the Invitations view and check its delivery state. Confirm the address, resend a valid invitation, or copy its invite link. Revoke an incorrect invitation before creating another one.

### The person joined the wrong team

Open Members, choose the Teams tab, and add the person to the correct team before removing their last current team.

### A role or access control is missing

The Members tab is restricted to workspace Owners and Admins. A Team Admin can manage that team’s details but cannot manage workspace-wide access.

## Related guides

- [Keep customer context connected with People](https://zentrik.ai/docs/product/people-and-accounts)
- [Use the Ideas Portal to turn customer demand into product evidence](https://zentrik.ai/docs/product/ideas-portal)
- [Move from evidence-backed priorities to a usable roadmap](https://zentrik.ai/docs/product/planning-and-roadmaps)