Account & team
How to invite colleagues to a workspace, which roles are available (Viewer, Editor, Owner), what each role can see, and how to update your account details or leave an organization.
Articles in this topic
5 articles
Invite teammates to a workspace
How email invitations work and what a new member sees after login.
Open →Roles and permissions
Organization Owner / Admin / Member, and workspace Owner / Editor / Viewer.
Open →Managing your account details
Name, email, password, language, theme, and two-factor authentication.
Open →Removing a team member
What is detached, and what happens to their records.
Open →Leaving a workspace
How to leave, switch, or delete an account without taking the team’s data with you.
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