Invite Members

A workspace is only useful when your team is in it. SetGet makes it straightforward to invite colleagues, assign appropriate access levels, and manage who can do what. This tutorial covers every method for adding members and explains the role system so you can set up your team with confidence.

Prerequisites

• An existing SetGet workspace. If you have not created one yet, follow the Create a Workspace tutorial first.
• Admin role in the workspace. Only Admins (and the workspace Owner) can invite new members.

Understanding roles

Before sending invitations, it is important to understand what each role can do. SetGet has three workspace-level roles:

Admin

Admins have full control over the workspace. They can:

• Create, edit, and delete projects
• Invite and remove members
• Change member roles
• Modify workspace settings (name, logo, features, integrations)
• Access all projects and work items
• Manage cycles, modules, views, and pages
• Configure automations and webhooks

Assign this role to team leads, engineering managers, or anyone responsible for workspace governance.

Member

Members are the standard role for day-to-day contributors. They can:

• Create and manage work items in projects they belong to
• Create and edit pages
• Participate in chat channels
• Create personal views and filters
• Join cycles and modules
• Comment on and collaborate with work items

Members cannot change workspace-level settings or invite new members unless explicitly granted permission.

Guest

Guests have limited, read-heavy access. They can:

• View work items in projects they are explicitly added to
• Leave comments on work items they can see
• View pages shared with them

Guests cannot create projects, modify workspace settings, or access projects they have not been added to. Use this role for external stakeholders, contractors with limited scope, or cross-team observers.

Step 1: Open the members settings

1. Click Settings in the sidebar (gear icon near the bottom).
2. In the settings sidebar, click Members under the workspace section.

You will see a list of current workspace members along with their roles and join dates.

Step 2: Send an email invitation

1. Click the Invite Members button at the top of the members page.
2. In the invitation dialog, enter the email address of the person you want to invite.
3. Select the role you want to assign: Admin, Member, or Guest.
4. Click Send Invitation.

SetGet sends an email to the invitee with a link to join the workspace. The invitation remains valid until the invitee accepts it or an Admin revokes it.

TIP

If the invitee already has a SetGet account, they will see the workspace appear in their workspace switcher after accepting. If they do not have an account, the invitation email guides them through registration first.

Step 3: Send bulk invitations

When onboarding an entire team, sending invitations one by one is tedious. SetGet supports bulk invitations:

1. Click Invite Members to open the invitation dialog.

2. Enter multiple email addresses separated by commas or newlines. For example:

   alice@example.com
   bob@example.com
   carol@example.com

3. Select the role that will apply to all addresses in this batch.

4. Click Send Invitations.

All listed addresses receive an invitation email simultaneously.

TIP

If you need to assign different roles to different people, send separate batches — one for Admins, one for Members, and one for Guests.

Step 4: Manage pending invitations

After sending invitations, you can track their status on the Members page:

• Pending — The invitation has been sent but not yet accepted.
• Accepted — The invitee has joined the workspace and appears in the active members list.

To revoke a pending invitation:

1. Find the pending invitation in the list.
2. Click the options menu (three dots) next to the invitation.
3. Select Revoke Invitation.

Revoking an invitation invalidates the link in the email. The invitee will no longer be able to join through that specific invitation.

Step 5: Change a member's role

If you need to promote or adjust someone's access level after they have joined:

1. Go to Settings > Members.
2. Find the member in the list.
3. Click the role dropdown next to their name.
4. Select the new role.

The change takes effect immediately. The member does not need to log out or refresh.

WARNING

Demoting someone from Admin to Member or Guest removes their ability to manage workspace settings and invite others. Make sure at least one Admin remains in the workspace at all times.

Step 6: Remove a member

To remove someone from the workspace entirely:

1. Go to Settings > Members.
2. Click the options menu (three dots) next to the member's name.
3. Select Remove from workspace.
4. Confirm the removal.

Removed members lose access to all workspace data immediately. Work items they created or were assigned to remain in the workspace — they are not deleted.

Role comparison table

Capability	Admin	Member	Guest
Create projects	Yes	Yes	No
Manage workspace settings	Yes	No	No
Invite and remove members	Yes	No	No
Create and edit work items	Yes	Yes	No
Comment on work items	Yes	Yes	Yes
View assigned projects	Yes	Yes	Yes
Access all projects	Yes	Yes	No
Create and edit pages	Yes	Yes	No
Manage automations	Yes	No	No

Tips

• Start with fewer Admins. One or two Admins is usually enough. You can always promote Members later if responsibilities shift.
• Use Guest for external collaborators. Contractors, clients, or partner teams often need visibility without full edit access. The Guest role keeps things secure.
• Review members periodically. As team composition changes, audit the members list to remove people who have left and adjust roles for those who have changed responsibilities.
• Check your email configuration. Invitation emails require a working SMTP setup on your SetGet instance. If invitees report not receiving emails, ask your instance administrator to verify SMTP settings.

Related pages

• Create a Workspace — Previous tutorial: set up your workspace
• Create a Project — Next tutorial: create your first project
• Workspaces — Detailed workspace documentation
• Tutorials Overview — Browse all available tutorials