Getting Started

Invite your team

Updated 2026-09-02

Invite people into your workspace, assign each a role, and manage members from the Team settings — within your plan's seat limit.

Open the Team settings

Open your workspace settings and go to the Team section (labeled People). It lists everyone in the workspace with their name, email, role, join date, and last active date.

Send invites

  1. Click Invite People.
  2. In the Invite people to your team dialog, enter an Email and pick a role for each person.
  3. Click Add + to add another invitee row. Remove a row with its delete control.
  4. Click Invite to send. The button stays disabled until every row has an email.

Invitees appear in the People table with a pending status until they accept and join.

How an invite link behaves

Each invite email carries a link with three rules worth knowing:

  • It works once. Once someone accepts, the link is spent — a second click won't join anyone else.
  • It expires after 7 days. Send a fresh invite if someone doesn't get to it in time.
  • It's tied to the email you typed, matched case-insensitively — Sam@Example.com and sam@example.com are the same person, so capitalization in the invite doesn't matter.

Accepting the invite lands the person directly in that workspace, with the role you picked already applied.

Roles

Each member is assigned one of four roles:

  • Owner — the workspace owner. There is one owner per workspace.
  • Admin — full management access.
  • Editor — can build and edit projects.
  • Member — limited access.

You can change a person's role from the Role dropdown in the People table.

Transferring ownership

Promoting someone to Owner transfers ownership of the workspace. Numio asks you to confirm; once transferred, your own role becomes Admin, and the change can only be undone by the new owner. Only the current owner can transfer ownership.

Removing a member

Use the remove control on a member's row to take them out of the workspace. The owner cannot be removed.

Seat limits

Your plan includes a fixed number of seats. As you add invitee rows, Numio counts current members plus pending invites against your seat allowance:

  • When you reach the limit, the dialog shows Reached seat limit and the Add + button is disabled.
  • If your workspace can't invite more people, attempting to invite prompts you to upgrade for more seats.

To bring on more people than your plan allows, add seats or upgrade your plan from the Billing settings.

Where to go next