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Inviting Team Members to a Workspace

How to invite internal users with extended permissions into your workspace.

Updated over 3 weeks ago

What are Team Members?

Team members are people within your moodcase team.

Depending on their team role (e.g. Admin, Member), they have global permissions. Once they’re added to a workspace, they also receive a workspace role (Admin, Collaborator, or Viewer) that defines what they can do inside that workspace.

How to invite a team member:

  1. Open the workspace

  2. Click the three-dot menu

  3. Switch to the Collaborators tab

  4. Enter the team member’s email address

  5. Select a workspace role (Admin, Collaborator, Viewer)

  6. Send the invitation

What happens after the invitation?

  • The team member receives a Magic Link by email

  • On first click, they’re asked to set a password

  • After that, they’ll have access to the workspace with their assigned role

Combining Team Role and Workspace Role

  • The team role defines global permissions like creating workspaces or managing the team

  • The workspace role defines what is allowed within a specific workspace

Team members must always be added to a workspace before workspace roles take effect.

Tip: You can find a detailed overview of all permissions here:

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