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Inviting Team Members to a Workspace
Inviting Team Members to a Workspace

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

Updated yesterday

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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