Team Workspaces & Roles
Learn how to set up team workspaces, invite members via email, and manage access roles.
A Team Workspace is the central container for all your projects, issue boards, and collaborative efforts. Every project and invitation is scoped to a specific team.
Team Roles & Permissions
Members within a team are assigned specific roles that govern their administrative capabilities:
| Role | Permissions |
|---|---|
LEADER | Full workspace ownership. Can manage team settings, invite or remove members, change member roles, manage Stripe subscription billing, and override project deletion rules. |
MEMBER | Standard team participant. Can view team projects, create/manage issues based on active Project Policies, and collaborate in real-time. |
Inviting Members
Team Leaders can easily grow their workspace by sending secure email invitations.
Send an Invitation
Navigate to Team Settings > Members and enter the target email address. An invitation request is immediately generated.
Secure Token Generation The system generates a unique cryptographic token
for the invite link with an expiration date, dispatched directly via email.
Acceptance & Onboarding
Once the recipient accepts the invite link, their account is automatically attached to the team with the MEMBER role.
Invitation Lifecycle
Invitations track status states (PENDING, ACCEPTED, EXPIRED, REVOKED).
If an invitation expires before being accepted, the Team Leader must revoke it
and issue a new one.
Workspace Customization
Each team can be customized to distinguish it visually across your dashboard:
- Custom Name & Identifier: Clearly label your organization or squad.
- Visual Icon & Color: Pick custom icons and accent colors for quick sidebar identification.