Members

Invite and manage your workspace members

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.

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Changing a member’s role

1. Go to Settings → Members.
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.

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Removing a member

1. Go to Settings → Members.
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.