Inviting your team

Bring the people you work with into your workspace, assign a role, and manage who's in.

Add the people you work with from the Team screen. Each invite goes out by email; when they accept, they land in your workspace with the role you chose.

Inviting needs permission — and email set up

Sending invites requires the manage members permission. Invites are delivered by email, so a workspace without email configured can't send them — an owner may need to finish email setup first, or share the invite link directly.

Send an invite

Enter their email and role

Choose a role — it decides what they can see and do from the moment they join.

They accept

They get an email, sign in or create an account, and they're in — no separate admin approval step. Anyone creating a new account agrees to the Terms & Conditions and Privacy Policy on the way in; people who already have an account just sign in.

Adjust anytime

Change someone's role, or remove them, from the Team screen whenever things change.

Inviting several at once

Paste multiple emails (comma, space, or new-line separated), or upload a CSV/TXT and ProjectPacer pulls the addresses out. You can also pre-share specific clients or projects at invite time. Each recipient gets their own invite link.

Managing invites

Pending invites show on the Team screen. Copy link to share an invite directly — this works even if email isn't configured — or Revoke one that's no longer needed. Accepting an invite signs the person in or creates their account carrying the invite, so a member never ends up with a stray empty workspace.

Change who owns the workspace

Transfer ownership by setting another member's role to Owner (from their row or the member modal). Once there's a second owner, an owner can step down by lowering their own role.

Members vs. collaborators

A member joins your workspace. A collaborator is a sub or partner you share specific work with — they keep their own workspace and only see what you share. See Sharing across workspaces.

You can't lock yourself out

ProjectPacer won't let you remove or demote the last owner — someone always holds the keys.

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