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Help · Team members and roles

Team members and roles

A workspace has four roles: owner, admin, member and viewer. Owners and admins can invite people and manage the workspace; members can create and edit; viewers can read and comment. On a team or business plan a viewer does not take a paid seat: each seat you hold carries five viewers. Making a viewer a member needs a free seat. To invite someone, ask your assistant (invite_member) or use Workspace settings › People. Owners and admins open Workspace settings from their account menu (your picture or initials, top right); see "Workspace settings — where the workspace is run". Registration is invitation-only — you cannot sign yourself up to somebody else's workspace. Where Profusia can send email, an invitation for a named address is emailed to that address, with the workspace and the role. The person who made the invitation also sees the link, in case the email doesn't arrive. An invitation with no address (a link anyone can use once) is never emailed; you pass it on yourself. An invitation your assistant makes is never emailed either: it gives you the link to send, or you can invite the person from People. This stops an assistant from being tricked into inviting a stranger. You can also create groups and use them to narrow who can see a particular document (set_file_audience), which is useful when most of a site is for everyone but a few documents are not. The same narrowing works on a whole space (set_space_audience) — "this whole area is HR-only" — and everything inside it inherits the restriction. Narrowing a space hides the space and its navigation, not the documents in it: a document someone already has a direct link to still opens unless you narrow that document too.