Team & Collaboration
Team Members, Roles & Workspace Sharing
Add colleagues to your workspace, assign granular role-based permissions (Admin, Member, Viewer), and generate secure shareable invite links.
Role-based access control with granular Admin, Member, and Viewer permission settings.Live Interface
1. Inviting Team Members & Managing Roles
- 1Open the Settings Modal from your profile avatar or the workspace menu and click the 'Team Members' tab.
- 2Click 'Invite Member' and enter your teammate's email address.
- 3Select their role: Admin (full workspace settings and billing), Member (can create and edit docs, tasks, and graph nodes), or Viewer (read-only access).
- 4Click 'Send Invite' to generate an email invitation or copy the invite link directly.
2. Sharing Workspace Links & Invites
- 1Open the Settings Modal > Invites tab or click 'Copy Workspace Link' from the workspace selector.
- 2Share the link with your collaborators.
- 3When teammates click the link, they can sign in or create an account to instantly join your project.
- 4You can revoke pending invitations anytime inside the Settings Modal > Invites tab.
Role Permissions Matrix
Granular access level breakdown
AdminFull control over workspace settings, billing, integrations, and member management
MemberCan create and edit docs, goals, tasks, BKN graph nodes, and cloud files
ViewerRead-only access to all workspace tabs, documents, and knowledge graph views
Pro Tips & Architectural Best Practices
•Grant Admin role only to project managers or team leads who need to manage billing and integrations.
•Use the Viewer role for external stakeholders or clients who only need to review progress.
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