[{"data":1,"prerenderedAt":385},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Fadmin\u002Finvite-member-configure-access":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":379,"_id":380,"_source":381,"_file":382,"_stem":383,"_extension":384},"\u002Fv\u002F2026.3\u002Fadmin\u002Finvite-member-configure-access","admin",false,"","Invite a member and configure access","Invite a Workspace369 teammate, select a role preset, customize module permissions, and limit the member to specific assigned clients.","Administration","2026.3","2026-07-11",{"type":14,"children":15,"toc":369},"root",[16,24,31,36,49,55,60,139,144,150,162,167,173,193,198,259,270,282,288,293,298,304,309,314,344,350,355],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21],{"type":22,"value":23},"text","Invite each person with access that matches their responsibilities. Start from a role preset, then customize only the areas that differ from that role.",{"type":17,"tag":25,"props":26,"children":28},"h2",{"id":27},"start-an-invitation",[29],{"type":22,"value":30},"Start an invitation",{"type":17,"tag":18,"props":32,"children":33},{},[34],{"type":22,"value":35},"Open Team Members and choose the option to invite a member. Enter the teammate's email address and select a role before sending the invitation.",{"type":17,"tag":18,"props":37,"children":38},{},[39,41,47],{"type":22,"value":40},"The invite flow starts with the ",{"type":17,"tag":42,"props":43,"children":44},"strong",{},[45],{"type":22,"value":46},"Member",{"type":22,"value":48}," preset. Review it rather than assuming the default matches every contractor, account manager, finance user, or administrator.",{"type":17,"tag":25,"props":50,"children":52},{"id":51},"choose-a-role-preset",[53],{"type":22,"value":54},"Choose a role preset",{"type":17,"tag":18,"props":56,"children":57},{},[58],{"type":22,"value":59},"Workspace369 provides these starting points:",{"type":17,"tag":61,"props":62,"children":63},"table",{},[64,83],{"type":17,"tag":65,"props":66,"children":67},"thead",{},[68],{"type":17,"tag":69,"props":70,"children":71},"tr",{},[72,78],{"type":17,"tag":73,"props":74,"children":75},"th",{},[76],{"type":22,"value":77},"Preset",{"type":17,"tag":73,"props":79,"children":80},{},[81],{"type":22,"value":82},"Intended starting access",{"type":17,"tag":84,"props":85,"children":86},"tbody",{},[87,101,114,126],{"type":17,"tag":69,"props":88,"children":89},{},[90,96],{"type":17,"tag":91,"props":92,"children":93},"td",{},[94],{"type":22,"value":95},"Admin",{"type":17,"tag":91,"props":97,"children":98},{},[99],{"type":22,"value":100},"Full access across the workspace",{"type":17,"tag":69,"props":102,"children":103},{},[104,109],{"type":17,"tag":91,"props":105,"children":106},{},[107],{"type":22,"value":108},"Manager",{"type":17,"tag":91,"props":110,"children":111},{},[112],{"type":22,"value":113},"Full client and communication access, partial accounting, and no team or subscription billing administration",{"type":17,"tag":69,"props":115,"children":116},{},[117,121],{"type":17,"tag":91,"props":118,"children":119},{},[120],{"type":22,"value":46},{"type":17,"tag":91,"props":122,"children":123},{},[124],{"type":22,"value":125},"Day-to-day view, create, and edit work without delete, accounting, or administration access",{"type":17,"tag":69,"props":127,"children":128},{},[129,134],{"type":17,"tag":91,"props":130,"children":131},{},[132],{"type":22,"value":133},"Viewer",{"type":17,"tag":91,"props":135,"children":136},{},[137],{"type":22,"value":138},"Read-only access across available workspace areas",{"type":17,"tag":18,"props":140,"children":141},{},[142],{"type":22,"value":143},"Selecting a preset creates the initial permission set. If you change individual permissions, the role can be shown as customized.",{"type":17,"tag":25,"props":145,"children":147},{"id":146},"customize-module-permissions",[148],{"type":22,"value":149},"Customize module permissions",{"type":17,"tag":18,"props":151,"children":152},{},[153,155,160],{"type":22,"value":154},"Open ",{"type":17,"tag":42,"props":156,"children":157},{},[158],{"type":22,"value":159},"Customize permissions",{"type":22,"value":161}," when the selected preset is too broad or too narrow. Review what the member can view, create, edit, delete, send, approve, export, or administer in each relevant area.",{"type":17,"tag":18,"props":163,"children":164},{},[165],{"type":22,"value":166},"Do not grant an entire module because the member needs one action. For example, someone who sends an invoice may not need payment reconciliation, accounting, team administration, or subscription access.",{"type":17,"tag":25,"props":168,"children":170},{"id":169},"choose-client-access",[171],{"type":22,"value":172},"Choose client access",{"type":17,"tag":18,"props":174,"children":175},{},[176,178,184,186,191],{"type":22,"value":177},"The Clients permission separates ",{"type":17,"tag":179,"props":180,"children":181},"em",{},[182],{"type":22,"value":183},"which clients",{"type":22,"value":185}," the member can access from ",{"type":17,"tag":179,"props":187,"children":188},{},[189],{"type":22,"value":190},"what they can do",{"type":22,"value":192}," with those clients.",{"type":17,"tag":18,"props":194,"children":195},{},[196],{"type":22,"value":197},"Choose one access scope:",{"type":17,"tag":61,"props":199,"children":200},{},[201,217],{"type":17,"tag":65,"props":202,"children":203},{},[204],{"type":17,"tag":69,"props":205,"children":206},{},[207,212],{"type":17,"tag":73,"props":208,"children":209},{},[210],{"type":22,"value":211},"Access",{"type":17,"tag":73,"props":213,"children":214},{},[215],{"type":22,"value":216},"Result",{"type":17,"tag":84,"props":218,"children":219},{},[220,233,246],{"type":17,"tag":69,"props":221,"children":222},{},[223,228],{"type":17,"tag":91,"props":224,"children":225},{},[226],{"type":22,"value":227},"None",{"type":17,"tag":91,"props":229,"children":230},{},[231],{"type":22,"value":232},"The member has no client access",{"type":17,"tag":69,"props":234,"children":235},{},[236,241],{"type":17,"tag":91,"props":237,"children":238},{},[239],{"type":22,"value":240},"Full book",{"type":17,"tag":91,"props":242,"children":243},{},[244],{"type":22,"value":245},"The member can access the workspace client book according to the selected capability level",{"type":17,"tag":69,"props":247,"children":248},{},[249,254],{"type":17,"tag":91,"props":250,"children":251},{},[252],{"type":22,"value":253},"Specific clients",{"type":17,"tag":91,"props":255,"children":256},{},[257],{"type":22,"value":258},"The member can access only assigned clients according to the selected capability level",{"type":17,"tag":18,"props":260,"children":261},{},[262,264,268],{"type":22,"value":263},"For ",{"type":17,"tag":42,"props":265,"children":266},{},[267],{"type":22,"value":253},{"type":22,"value":269},", choose View or Edit and search for the clients to assign. Scoped members cannot delete clients.",{"type":17,"tag":18,"props":271,"children":272},{},[273,275,280],{"type":22,"value":274},"The optional ",{"type":17,"tag":42,"props":276,"children":277},{},[278],{"type":22,"value":279},"Add clients (auto-assigned to them)",{"type":22,"value":281}," permission lets a scoped member create a client and automatically adds that client to their assigned list.",{"type":17,"tag":25,"props":283,"children":285},{"id":284},"understand-inherited-client-work",[286],{"type":22,"value":287},"Understand inherited client work",{"type":17,"tag":18,"props":289,"children":290},{},[291],{"type":22,"value":292},"Specific-client access can affect related client work, including projects, tasks, schedules, files, messages, requests, and billing. Review the member's other module permissions as well as the assigned client list.",{"type":17,"tag":18,"props":294,"children":295},{},[296],{"type":22,"value":297},"An assignment does not automatically mean every action in every connected module is permitted.",{"type":17,"tag":25,"props":299,"children":301},{"id":300},"send-and-verify-the-invitation",[302],{"type":22,"value":303},"Send and verify the invitation",{"type":17,"tag":18,"props":305,"children":306},{},[307],{"type":22,"value":308},"Send the invitation after reviewing the role, module permissions, and client scope. Existing Workspace369 users may be added directly; new users receive the invitation flow.",{"type":17,"tag":18,"props":310,"children":311},{},[312],{"type":22,"value":313},"After the member joins, verify the experience with that account:",{"type":17,"tag":315,"props":316,"children":317},"ol",{},[318,324,329,334,339],{"type":17,"tag":319,"props":320,"children":321},"li",{},[322],{"type":22,"value":323},"The intended clients are visible.",{"type":17,"tag":319,"props":325,"children":326},{},[327],{"type":22,"value":328},"Unassigned clients cannot be opened.",{"type":17,"tag":319,"props":330,"children":331},{},[332],{"type":22,"value":333},"Required client work is available.",{"type":17,"tag":319,"props":335,"children":336},{},[337],{"type":22,"value":338},"Restricted finance and administrative areas stay unavailable.",{"type":17,"tag":319,"props":340,"children":341},{},[342],{"type":22,"value":343},"Create, edit, send, or approval actions match the role.",{"type":17,"tag":25,"props":345,"children":347},{"id":346},"update-access-later",[348],{"type":22,"value":349},"Update access later",{"type":17,"tag":18,"props":351,"children":352},{},[353],{"type":22,"value":354},"Review access when responsibilities or client assignments change. Remove old client assignments promptly and suspend or remove access when the person no longer works in the workspace.",{"type":17,"tag":18,"props":356,"children":357},{},[358,360,367],{"type":22,"value":359},"Return to ",{"type":17,"tag":361,"props":362,"children":364},"a",{"href":363},"\u002Fv\u002F2026.3\u002Fadmin\u002Fteam-access-and-permissions\u002F",[365],{"type":22,"value":366},"Team access and permissions",{"type":22,"value":368}," for broader access-planning guidance.",{"title":7,"searchDepth":370,"depth":370,"links":371},2,[372,373,374,375,376,377,378],{"id":27,"depth":370,"text":30},{"id":51,"depth":370,"text":54},{"id":146,"depth":370,"text":149},{"id":169,"depth":370,"text":172},{"id":284,"depth":370,"text":287},{"id":300,"depth":370,"text":303},{"id":346,"depth":370,"text":349},"markdown","content:v:2026.3:admin:invite-member-configure-access.md","content","v\u002F2026.3\u002Fadmin\u002Finvite-member-configure-access.md","v\u002F2026.3\u002Fadmin\u002Finvite-member-configure-access","md",1783880375073]