Share a Workspace
You can invite users to a workspace via email, or simply by copying an invite link.
Open your workspace and click the Share button in the top-right corner.
Copy the invite link and share it via email, text, or any other way.
You can specify the level of access for users who join with the link.
Alternatively, enter the user's email.
💡 Note: Upgraded members have full access to Taskade AI, Custom AI Agents, Automations, and other advanced features.
Navigate to your workspace.
Click the arrow ▽ next to the name of your workspace.
Select 👥 Members from the drop-down list.
Set roles for existing and new team members (see table).
💡 Note: To remove a member, select their role and click Remove.
👥 Role | 🔤 Description |
🦄 Owner | Owners can fully configure and edit projects and templates, manage project/workspace settings, and customize billing options. |
👩💻 Admin | Admins can fully configure and edit projects/templates and manage projects/workspace settings. |
✍️ Editor | Editors can create and edit projects/templates in a workspace. They cannot manage Project or Workspace settings. |
✅ Checker | Checkers can complete and comment on tasks. They cannot edit tasks, projects, or templates. |
🤓 Viewer | Viewers can only comment and chat in projects. They cannot create or edit projects or templates in a workspace. |
Sharing Rules
Inviting users to a workspace doesn't automatically grant members access to all folders inside it. You need to manually invite team members to each folder.
Here's what happens when you invite people to a workspace, folder, or project:
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact