Manage workspace people and invitations

What People manages

Open People from the Workspace section to manage who can access the active workspace. You can invite teammates, assign a role, search the directory, review pending invitations, and remove access when someone no longer needs it.

The Members tab under Settings provides an alternate entry point to the same workspace-access area. Use People as the main destination when you need to manage access.

Roles and access

Choose the smallest role that lets a teammate do their work:

Role	Typical access
Owner	Full workspace control, including people, billing, and workspace settings.
Admin	Manage workspace configuration and people, subject to owner-level restrictions.
Agent	Work with leads, conversations, and operational workflows without managing workspace access.
Viewer	View permitted workspace information without managing people or configuration.

The owner cannot be removed or changed through the regular member controls. A person also cannot change or remove their own access from the member list. Available actions can depend on your role. If the page says that management is restricted, ask the workspace owner or an admin to make the change.

Invite a teammate

1. Open People and select Invite people.
2. Enter the person’s email address.
3. Choose Admin, Agent, or Viewer.
4. Review the role description and send the invitation.

The role descriptions are a useful decision guide: admins manage workspace configuration and people, agents work with leads and operations, and viewers have view-only access. Invite only people who should be able to see the workspace’s customer and business information.

The invitation link opens an acceptance page. The invited person validates the invitation, signs in or creates an account, and then accepts it. They can use Google sign-in or the available email sign-in flow. An invalid or expired link must be replaced by a new invitation from an admin.

Seats and pending invitations

People shows the current seat summary, including occupied, reserved, used, available, and plan-limit values when those values are available to the workspace. A pending invitation reserves a seat until it is accepted, revoked, or expires. This is why an invitation can prevent another invitation even when the person has not joined yet.

If no seat is available, the panel disables the invitation action and points you to the plan or to pending invitations that can be revoked. The Add extra seat action, when available, shows the current amount and currency in the panel. Confirm the current entitlement and price in People or Billing; do not rely on a fixed amount copied from an older plan description.

Review pending invitations

Use the All, Members, and Pending filters to switch between active members and invitations that have not been accepted. Search by name or email when the workspace directory is large.

For a pending invitation, you can:

• Resend it when the person did not receive or cannot find the message;
• Revoke it when access should no longer be granted; or
• Review its status and expiry information before deciding what to do.

Revoking an invitation releases its reserved seat. If the person still needs access, send a new invitation after confirming the role and available capacity.

Change a role or remove a member

For a member whose role can be edited, open the role control on the member row and choose the new role. Role changes affect what that person can do in the workspace, so tell the teammate when the change is intentional.

To remove access, use the member row’s remove action and confirm the warning. Removing a member releases their seat. CRM leads assigned to that person become unassigned and need a new owner; review the CRM after the removal so no follow-up is lost. See Team collaboration and CRM users for shared-inbox coordination.

Keep workspace context in mind

People belongs to the active organization or workspace. If a teammate or invitation appears to be missing, first confirm that you are viewing the correct context with Understand organizations and workspaces and Switch organizations.

What to do next

• Coordinate customer work — Use the shared CRM guidance in Team collaboration and CRM users.
• Review plan and billing context — Open Plans and pricing and the current Billing screen.
• Manage workspace details — Use the Business tab described in Settings overview.