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Share a project with teammates

How to add teammates to a specific project and choose whether they can edit or only view.

Written by Jona Smulders Cohen

Workspace membership grants access to the workspace. Project membership is separate: you add teammates to specific projects so they can collaborate on that deal. Teammates must already be members of your workspace before you can add them to a project.

Add someone to a project

  1. Open the project's members panel from Settings → Projects, or from the project itself.

  2. Search for a workspace member by name or email, or invite a new teammate by email.

  3. Pick an access level.

  4. Click Add.

Project access levels

  • Can edit: Upload files, start conversations, and run workflows in the project.

  • Can view: View files and shared conversations. Cannot edit or converse.

The project also has an Owner: the person who created the project. The Owner cannot be changed from this panel.

If you need to manage members of a project, you need to be the project owner, or a workspace owner or admin.

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