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Members are the people who work in your workspace. Owners and Admins invite them, choose their roles and remove them in Workspace settings › Members. For what each role can do, see roles.

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Invite someone

1

Open Invite Member

Go to Workspace settings › Members, and find Invite Member.
2

Enter their details

  • Email: the address they’ll sign in with.
  • Role: Member, Admin or Guest. You can change it later.
  • Message (optional): a note included in the invitation.
3

Send it

Click Send Invitation. The page confirms Invitation sent to their address, and it appears under Pending Invitations, with the role it was Invited as.
4

They accept

They accept from the secure link in the invitation email, signing up first if they’re new to Iron Octopus.
To cancel an invitation that hasn’t been accepted, click Revoke next to it.

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Seats

Your plan includes a number of people. On Pioneer, that’s 5. You can invite more, and each extra person adds to your bill. Adding people takes effect immediately and is charged pro rata for the rest of the billing period. See plans and billing. Each person needs their own account. Accounts can’t be shared.

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Change a role

Choose a new role next to the member’s name. The page confirms Role updated. The change takes effect immediately.
  • Only Owners and Admins can change roles.
  • Approving plans and releases needs the Member role or higher. Give Guest to anyone who should only watch.

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Remove someone

Click Remove next to the member and confirm. They lose access to the workspace immediately. Their past work, approvals and decisions stay in the record, attributed to them. A member can also leave a workspace themselves. The workspace Owner can’t leave.

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Teams

Teams in Workspace settings group AI workers, not people. See AI workers and teams.

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If something goes wrong