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Invite people and choose the right role

Invite teammates to your workspace and give each one the access they need.

By the end of this guide you will have invited a teammate by email, given them a role, and know how to change or remove that access later.

Before you start

  • You are signed in to the workspace you want to share.
  • Your plan includes team collaboration. On plans without it, the invite area shows "Team collaboration is available on Team and higher plans." and the invite buttons stay disabled.
  • You know the teammate's email address.

Understand the three roles

Every member of a workspace has one role.

  • Owner: full control. Owners manage plan, billing and payment methods, member roles and removals, and can delete the workspace.
  • Editor: the creative collaborator. Editors can generate, edit, upload and buy credit packs, and they can invite people. They cannot change members' roles, remove members, change the plan or manage payment methods.
  • Viewer: read-only. Viewers can look at the workspace but cannot generate, edit or upload. They also cannot buy credits, and they see a "View-only access" message on pages such as Store.

When you invite someone you can choose Viewer or Editor. The Owner role is held by the person who created the workspace.

Invite a teammate

  1. Open the menu behind your avatar in the left navigation and select Team. You land on Settings, on the Team tab.
  2. Under the invite box, type the teammate's address in the field that shows jane@example.com.
  3. Open the role dropdown next to it and choose Viewer or Editor.
  4. Select Invite. You see the message "Invitation sent".

The teammate receives an invitation inside Epox. They accept it from Settings, Workspaces, under Pending Workspace Invitations, where they can join or decline.

If you would rather send the invitation yourself, enter the email address and role, then select Invite Link.

A dialog titled Invite Link Ready shows the email, the role and a Shareable Link. Copy it and send it to that person. The link is made for that one email address.

Change a role or remove someone

Only Owners can do this.

  1. Go to Settings, Team, then the Team Members tab.
  2. Find the person. Use the Filter... box or the role dropdown (All Team Roles) to narrow the list.
  3. To change their role, open the dropdown on their row and choose Viewer or Editor. You see "Member role updated".
  4. To remove them, select Remove on their row. You see "Member removed".

You cannot remove yourself, and the workspace creator's Owner role cannot be changed or removed.

Their generated work stays in the workspace, so your visual history is unchanged.

Manage pending invitations

  1. Go to Settings, Team, then select the Pending Invitations tab.
  2. Each row shows the email, the role and when the invitation expires.
  3. Select Cancel to withdraw an invitation. You see "Invitation canceled".

Check your result

  • The person appears under Team Members with the role you chose, or under Pending Invitations until they accept.
  • A teammate with Viewer sees a read-only workspace.

Next steps

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