Invite people and set roles
Invite members, assign access per app and understand owner, admin and member roles.
Roles decide what each person can see and change. Every app checks workspace membership separately, so access is set per app.
#Roles
| Role | Who | What they can do |
|---|---|---|
| Owner | Whoever creates the workspace | Everything an admin can do, plus manage Billing and Subscriptions: upgrade, cancel, invoices and receipts. |
| Admin | People the owner trusts to manage the workspace | Invite members and manage access and settings. |
| Member | Everyone else | Work in the apps they have access to, for example chat, call and schedule meetings in Hubble. |
#Invite someone
Open Members and Access
In organisation settings choose the Members and Access tab. It shows how many members you have.
Add the person
Enter their email address.
Choose their access
Pick which apps they can use and their role.
Send the invitation
They receive an invitation to join your workspace.
Note
In AOZO Projects, whoever creates an organisation becomes its admin and can invite members.
#Good habits
- Give each person only the access their job needs.
- Keep the number of admins small and name a backup owner.
- Remove access the same day someone leaves.