Invite and manage workspace members

Before you begin

• You must be the workspace Owner or an Admin.
• You need a free seat. Every member takes one, and a pending invitation

reserves one. See Agency seats.

• You need the person's email address.

Invite a member

1. Open the workspace switcher at the top of the sidebar.
2. Select Manage workspace.
3. Select Invite People.
4. Enter their email address.
5. Choose a role, VA / Team Member or Admin.
6. Select Send invitation.

You can also invite from Settings → Workspace, which is where the full member list lives.

What happens next

If they already use VA To-Do, the workspace appears in their switcher and they get a notification.

If they are new, they get an email inviting them to VA To-Do. Once they sign up with that address, the workspace is waiting.

Either way the invitation is bound to that exact address.

Pending invitations

The invite dialog lists invitations that have not been accepted. Cancel one to take back the seat it is holding.

An invitation reserves a seat so that sending fifty against five seats fails at the point of sending rather than when people start accepting. Billing counts accepted members only, so an invitation that is never accepted costs nothing.

Give a member access to projects

Being in the workspace is not the same as being on a project. VA / Team Members see only the projects they are assigned to.

1. Select Manage workspace.
2. Find the project.
3. Select the member avatars, or Assign.
4. Tick the people who should have access.

Owners and Admins see every project without assignment.

Change someone's role

1. Go to Settings → Workspace.
2. Find the member.
3. Choose a different role.

The Owner's own role cannot be changed.

Remove a member

1. Go to Settings → Workspace.
2. Find the member.
3. Select Remove.
4. Confirm.

They lose access to the workspace immediately, and their seat is freed.

What happens to their work:

• Tasks they created stay in the workspace.
• Recurring series assigned to them are not deleted, reassign them from the

Recurring view.

• Time they tracked stays in the agency's timesheets and reports.
• Their sponsored Pro ends, and their personal account returns to whatever they

pay for themselves. See Sponsored Pro.

The Owner cannot be removed.

Leaving a workspace yourself

Go to Settings → Workspace and select Leave workspace.

The Owner cannot leave, deleting the workspace is the only way out. See Create a workspace.

Time tracking for a member

Owners and Admins can turn time tracking on or off per member from Settings → Workspace. See Manage member access.