Prerequisites
- You’re a workspace Admin (Members can’t invite others. See Roles and permissions.)
- You know the email address you want to invite. Any email address works, including personal Google accounts.
Send an invitation
1
Open Settings → Members
From the sidebar, open Settings, then click Members. You’ll see the current member list and any invitations that haven’t been accepted yet.
2
Click Invite Member
In the top right of the members list, click Invite Member. A dialog opens with an email field and a role selector.
3
Enter the teammate's email
Type the teammate’s email address. The dialog accepts one address per send. To invite multiple people, repeat the invite flow per address.
4
Pick a role
Choose the invitee’s role:
- Admin: can manage billing, members, integrations, and workspace settings. Use this for teammates who own setup or own the bill.
- Member: can use Path, Badge, and Spark, and connect integrations. Use this for everyone else.
5
Send
Click Send Invitation. The invitee receives an email from your workspace within a few seconds. The dialog closes when send succeeds.
What invitees see
Each invitation email contains a link to accept and join. Opening the link sends a 6-digit code to the invited address and opens the Accept invitation screen. Enter the code to join. Existing TalkValue users join the workspace and see it in their workspace switcher. New users create an account on the spot and land in your workspace. Invitations expire 7 days after they’re sent. After that the link no longer works. Revoke the expired invitation and send a fresh one from Settings → Members.Manage pending invitations
On Settings → Members, the bottom section lists every invitation that hasn’t been accepted yet. From here you can:- Revoke: cancel the invitation. The link stops working immediately.
- Change role before acceptance: revoke and re-send with the new role.
Change a member’s role
After someone has accepted, change their role from the same Settings → Members screen: open the actions menu on their row and pick Make Admin or Make Member. The change takes effect on their next page load. See Roles and permissions for the full capability matrix.Remove a member
Removing a member from the workspace revokes their access immediately. Open the actions menu on the member’s row on Settings → Members, click Remove Member, and confirm. The member keeps their TalkValue account and any other workspaces they belong to.Related
- Members reference. Full settings page reference for the members list.
- Roles and permissions. What Admin and Member can do, capability by capability.
- Plans and trial. How members fit into the workspace plan.
