Permissions and roles

The three roles, and inviting and removing members

Updated 2026.08.24

This page covers the permission levels you can give workspace members, and how to manage members.

Only admins can manage members.

The three roles

RoleWhat it can do
AdminEverything: invite and remove members, assign plans, permanently delete
MemberView and edit records, meetings, and email
ViewerView only. No editing

These three are what you can choose when inviting. If in doubt, pick Member and change it later.

Admin-only operations are member management, plan changes, and permanent deletion of data. Avoid having a single admin — we recommend making more than one person an admin.

Invite members

  1. Open Settings → Team members.
  2. Click Invite members at the top right.
  3. Enter the invitees' email addresses. You can enter several at once.
  4. Choose a permission level and an assigned plan.
  5. Send the invitation email, or copy the invite link and share it.
Enter multiple addresses at once. Permission and plan are decided at invite time
Enter multiple addresses at once. Permission and plan are decided at invite time

The permission selector explains what each role can do.

The permission selector, opened
The permission selector, opened

Invitations expire after 24 hours

Invite links and emails stop working 24 hours after they are issued. If someone couldn't join in time, use Resend from the list.

Pending members appear as "Invited" in the list. From the row's permission selector you can Resend and Cancel the invitation. You can change the permission even before they join.

On a pending row, change the permission, resend, or cancel — all from the same selector
On a pending row, change the permission, resend, or cancel — all from the same selector

What the invitee sees

Opening the invite link shows who invited them, the workspace name, and the permission and plan they will get.

The invitee sees who invited them and what role and plan they will join with
The invitee sees who invited them and what role and plan they will join with

Clicking Join completes the process and takes them straight into the workspace.

After joining, they are taken straight to the workspace
After joining, they are taken straight to the workspace

Remove members

Select the member in the list and remove them. A confirmation dialog appears.

Plans are assigned per member

Aitane plans are assigned per member, not per workspace. Not everyone has to be on the same plan.

See Plans and billing.

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