Team & roles
Invite teammates and control who can do what in your workspace.
Your workspace is a team. Everyone you invite works against the same Salesforce dictionary, the same connected orgs, and the same change history — there's nothing to share manually or keep in sync.
Inviting teammates
Invite people from Settings → Members. Send an invite by email, and once they accept they join your workspace with the role you assign.
Open Members
Go to Settings → Members in your workspace.
Invite by email
Enter the teammate's email address and pick the role they should have.
They accept and join
The invitee gets an email; once they accept, they appear in your members list with the role you chose.
Roles and permissions
Members have roles that control what they can do. Some actions require a role with manage permissions, including:
- Connecting a Salesforce org
- Creating API keys
- Changing workspace settings
Read access for everyone else
Members without manage permissions have read access to the dictionary, search, impact analysis, and change history — they just can't connect orgs, create API keys, or change workspace settings.
Manage roles and invitations any time from Settings → Members. Billing and the workspace plan are managed separately under Settings → Billing — see Plans & billing.