Manage who has access to your workspace under Settings → Members.
Invita Nuovi Membri
Using Email Invitation
- Vai a Impostazioni → Membri
- Click + Invite
- Inserisci l’indirizzo email della persona
- Select a role for the new member
- Click Send invite
The invited person will receive an email with a link to join your workspace.
Using Invite Link
- Vai a Impostazioni → Membri
- Copia il link di invito allo spazio di lavoro
- Condividi il link con i nuovi membri del team
- Riceveranno accesso una volta registrati
View and Manage Members
View All Members
Go to Settings → Members to see:
- All active members
- Pending invitations
Edit a Member’s Profile
Click on a member to open their profile page. As an admin, you can:
- Edit their name
- Update their profile picture
- Impersonate their account (useful for troubleshooting)
- Delete their account
Change a Member’s Role
On the member’s profile page:
- Open the Permissions tab
- View the currently assigned role
- Select a different role from the dropdown
- The change takes effect immediately
→ Learn more about roles and permissions
Remove a Member
- Click on the member to open their profile
- Click Delete to remove them from the workspace
Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.
Email sync is also removed. If the deleted user was the only one who synced certain emails, those emails will be permanently removed from the workspace.
Pending Invitations
Manage invitations that haven’t been accepted:
- Resend: Send the invitation email again
- Cancel: Revoke the invitation before it’s accepted
Domini di Accesso Approvati
Allow team members to join automatically based on their email domain:
- Vai a Impostazioni → Domini
- Add your company domain (e.g.,
yourcompany.com)
- Anyone with that email domain can join without an invitation
