Manage users and roles

⏱ 5 min read🛡️ Workspace admins

Invite people to your workspace and give each person the access they need — no more, no less.

Admin only Required permission: you must be a workspace Owner or Admin to complete these steps. If the menu items below are missing, ask your workspace owner to upgrade your role.

Roles at a glance

Permission	Viewer	Member	Admin	Owner
View boards and cards	✅	✅	✅	✅
Create and edit cards	—	✅	✅	✅
Create rules Pro	—	✅	✅	✅
Invite and remove users	—	—	✅	✅
Manage billing	—	—	—	✅
Delete the workspace	—	—	—	✅

Click Settings › Members.
Click Invite.
Enter one or more email addresses, separated by commas.
Select a role. If you're unsure, choose Member.
Click Send invites.Invited people appear in the list with the status Pending until they accept.

How do I resend or cancel an invitation?

In Settings › Members, find the pending user, click ⋯, and select Resend or Cancel invite. Invitations expire after 7 days.

In Settings › Members, click the user's current role.
Select the new role.The change applies immediately; the user doesn't need to sign in again.

Caution: removing a user unassigns all their cards. This can't be undone. To keep the history, change the role to Viewer instead.

Setup steps for SSO and SCIM are published in the Administrator edition of this guide (output tag `Admin`). Contact your workspace owner for access.