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How do I invite a member to my workspace?

Learn how to invite a member to your workspace and manage user access and permissions

Roland Pokornyik avatar
Written by Roland Pokornyik
Updated over a month ago

Access workspace settings through the "Settings" menu point at the bottom left-hand corner with the gear icon.

In your workspace settings, click “ Members” and follow the modal's instructions.

You can invite multiple members at once, of course.

This action added members to your entire workspace.

--> You can adjust their Project access and project roles at the Project level.

The workspace access levels you can assign to members:

  • Member - Can perform actions on Emails and Templates (design and content as well) without Workspace Settings and Design System access.

    1. View Projects

      1. Manage Project Members by default (if you need restricted Project access you need to tweak it on the Project level)

    2. View Workspace settings

      1. View Members

      2. View SAML Members if applied

      3. View Whitelabel settings ???

      4. View Merge Tags

      5. View Custom Fonts

      6. See available integrations

    3. Export Email code and Sync to integrations

    4. View Design System Elements

    5. View, Build, and Edit Emails

  • Manager - Can access all assets and perform actions related to design, content, and settings:

    1. Manage Projects

      1. Create, Change, and Delete Projects

      2. Manage Project Members by default (if you need restricted Project access you need to tweak it on the Project level)

    2. Manage Workspace settings

      1. View Members (can't add, remove, or change)

      2. View SAML Members if applied

      3. Edit Whitelabel settings ???

      4. Setup/Manage Merge Tags

      5. Setup Custom Fonts

      6. Add/update integrations

    3. Export Email code and Sync to integrations

    4. Create and Update Design System Elements

    5. View, Build, and Edit Emails

  • Administrator - Can do all that Managers plus manage members and access Billing. All Workspace Administrators are Members and Admins of all Projects automatically.

    1. Manage Projects

      1. Create, Change, and Delete Projects

      2. Manage Project Members by default (if you need restricted Project access you need to tweak it on the Project level)

    2. Manage Workspace settings

      1. Add/Invite/Edit Members

      2. Manage SAML Members if applied

      3. Edit Whitelabel settings ???

      4. Setup/Manage Merge Tags

      5. Setup Custom Fonts

      6. Add/update integrations

    3. Export Email code and Sync to integrations

    4. Create and Update Design System Elements

    5. View, Build, and Edit Emails

  • Owner - God mode.

Project-level access and Roles

If you want to control individually who can access certain projects or what Role they have on those projects (which can be different than workspace access), you need to control their rights at the Project-level Member Role settings.

You can find that by clicking settings from the menu next to the Member list on top of a Project (root folder).

These are the Roles and access levels you can link to Projects individually.

More about Projects.
​
​More about Roles.

Related Articles
How to use the Workspace dashboard
How to assign user roles
How do I delete a workspace?
Projects in Chamaileon
Workspace Settings
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