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Workspace members are the people who collaborate with you in TaskFlow. You can invite teammates, assign them roles, and remove them at any time — as long as you have the right permissions.

Inviting a member

Only workspace Owners and Admins can send invitations.
1

Open workspace settings

Navigate to your workspace Settings, then select the Members tab.
2

Enter the invitee's email

Type the email address of the person you want to invite.
3

Choose a role

Select the role you want to assign: Admin, Member, or Guest. New invitees default to Member if no role is selected.
4

Send the invitation

Click Invite. TaskFlow sends the invitee an email containing a magic link to join the workspace.
5

Invitee accepts

The invitee clicks the link in their email and is automatically added to the workspace.
Invitation links expire after 7 days. If the invitee doesn’t accept in time, you’ll need to send a new invitation.
The invitee must sign in with the same email address the invitation was sent to. Signing in with a different account will block access.
You can send up to 5 invitations per minute. If you need to add a large number of members at once, space out your invitations.

Changing a member’s role

  1. Go to SettingsMembers.
  2. Find the member in the list.
  3. Click their current role and select a new one from the dropdown.
The workspace Owner’s role cannot be changed. See Roles for a full breakdown of what each role can do.

Removing a member

  1. Go to SettingsMembers.
  2. Find the member you want to remove.
  3. Click Remove next to their name.
The workspace Owner cannot be removed from a workspace. Only the Owner and Admins have permission to remove other members.