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Guide/Security & Team/Invite your team and set roles
Security & Team

Invite your team and set roles

Bring teammates into the workspace and choose the right role for each person.

Updated Aug 25, 2026Docsiv documentation

Invite the people who work on client deliverables so documents, projects, and media stay in one shared workspace.

Send an invite

  1. Open Teams from the dashboard.
  2. Enter the teammate’s email address.
  3. Choose the role they should hold in this workspace.
  4. Send the invite. The teammate receives an email and joins by accepting the invite link.

Pending invites stay listed on the Teams page until they are accepted, so you can resend or revoke one at any time.

Choose the right role

  • Owner: full control of the workspace, including billing and workspace settings.
  • Admin: manages members, settings, and all client work.
  • Member: creates and edits documents, projects, and media day to day.

Clients are invited to their own portal and are not Workspace Team seats.

Seats are part of your plan limits. If the invite form tells you the workspace is out of seats, review Settings → Billing to upgrade or add extra seats.

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