Admin · Allow about 6 minutes
Before you begin
Owner or Admin. Decide the minimum role the person needs and create any groups before assigning them.
1. Add one person
Open Settings → People and access and choose Add people.
Keep One person selected. Enter Email, Role, and the optional first and last name.
Select the relevant Groups, if any. Choose Reader for people consuming knowledge and Editor for authors; reserve Admin for workspace operations.
2. Preview, send, and confirm
Choose Preview invitations. Check the email, role, groups, warnings, and projected creator seats.
Correct any invalid rows, then choose Confirm and send invitations.
Check Invitation results. A saved-without-email result needs follow-up; it does not mean the email reached the person.
In People and access, check the pending invitation. Ask the person to accept it and verify their email.
3. Change a role
Open the person from the People list and choose the appropriate Role in their details.
Check their group memberships, then choose Save changes.
Ask them to sign in again if their access changed. Only Owners can manage other Owners; the final Owner is protected.
Check your result
The person appears as invited, then as a workspace member after acceptance, with the intended role.
If something goes wrong
Creator-seat warning: reduce the number of creator invitations or discuss your subscription before continuing.
Incorrect invitation email: revoke the pending invitation and create a corrected one; do not send account credentials.