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, but can’t change billing, invite others, or modify 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. On the accept screen, the invitee picks how to sign in:- Continue with Google: one-click sign-in tied to their Google account.
- Continue with email: receives a magic link code to enter on the next screen.
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 member’s row, pick a new role from the dropdown, and confirm. 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 member’s row on Settings → Members and click Remove. 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.
