Add members to a workspace (and set roles)

What it is

Workspace members are the people in your team's hiring space. Each member has a role that controls what they can see and do. Only workspace Admins can invite or manage members - Members and Referrers don't see these controls.

Roles

• Admin - Can access all forms created by anyone, and can manage members and workspace settings.
• Member - Can only access forms they create or are invited to.
• Referrer - Can only refer candidates; can't create or access forms. (The Referrer role is available only on the Business plan with referrals enabled.)

Invite a member (Admins only)

1. Go to Settings (https://binary.so/settings).
2. Open the People tab → Workspace members. (This section only appears for Admins.)
3. Click Invite user.
4. In the Invite to {workspace} dialog, enter the person's Email Address.
5. Choose a role (Admin / Member / Referrer).
6. Submit. You'll see a "Request sent successfully" confirmation and they're invited to the workspace.

If you enter someone already in the workspace, you'll see "This user is already in the workspace". A role must be selected, or you'll see "Please select a role".

Manage existing members (Admins only)

From the same Workspace members list, an Admin can:

• Change a member's role - from the member's ··· menu choose Change role, pick a new role in the Choose a role dialog, and save ("Role updated").
• Remove from workspace - from the same ··· menu. You'll confirm: "Are you sure?" / "{name} will lose access to all forms. Ownership of any forms created by them will be transferred to the workspace owner." → Remove (toast "User removed successfully"). Removing yourself shows as Leave workspace instead.

The workspace Owner is marked and can't be removed or have their role changed; your own row can't be role-changed either.

Notes & limits

• Admins only. Members and Referrers can't invite or manage people; if a non-admin asks, they'll need an Admin to do it.
• The Referrer role only appears when the workspace is on the Business plan with referrals enabled.
• This is workspace-level membership. To give someone access to just one form (not the whole workspace), add them as an editor on that form - see Add members to a form.