Inviting Teammates

You can invite unlimited Teammates to your Workflow account for free. Click here to invite your team

Teammates can:

• View your entire Workflow space
• Join any project
• Leave feedback on your work
• Create new text-only tasks & design requests
• Help organise the work, such as moving tasks on the board, or adding meta-data like labels, assignees and due-dates.

Teammates cannot:

• add new creative work to Workflow.

To do this, upgrade them to a paid “Creative” role.

Manage your team in Workflow by inviting and managing teammates under Settings > Team. In this section, you can manually add and remove teammates from your workspace and manage their roles.

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How to Invite Teammates

Click Invite Team at the bottom of the left-hand sidebar, or navigate to Settings > Team. You can invite people via email or share an invitation link.

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How to Remove Teammates

1. Select Invite Team at the bottom of the left-hand sidebar or navigate to Settings > Team.
2. Find the user you wish to remove, click the dropdown button to the right of their name, and select Remove. They will no longer have access to your workspace.

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How to Hide Projects from Teammates

If you want to create a project that teammates cannot see, set it to private. To do this, go the project’s Project Settings > Settings and toggle the option to make the project private.

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Owner Roles

Users assigned the Owner role in Workflow have special permissions. Owners can:

• Remove teammates
• Delete a Workspace
• Change user roles