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Inviting team members to a workspace

Instructions on how to add team members to a workspace and assign roles.

Updated over 2 weeks ago

Definition of team members

Team members are individuals within a moodcase team. The team role determines global permissions. Assignment to a workspace defines the workspace role.


Invitation process

  1. Open workspace

  2. Click on the 3-dot menu

  3. Switch to the Members tab

  4. Enter the team member's email address

  5. Select the role within the workspace (Admin, Collaborator, Viewer)

  6. Send invitation


Access after invitation

  • The new team member receives a magic link via email

  • A password is set upon the first click

  • Access to the workspace is then granted with the assigned workspace role


Structure of team and workspace roles

  • The team role governs global permissions such as creating workspaces or team management

  • The workspace role governs permissions within a specific workspace

Workspace roles become active when team members are assigned to a workspace.

An overview of permissions is available here:

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