Team Members, Roles, and Invitations

Inviting a Team Member

1. Click "Settings" in the sidebar.
2. Go to the "Invitations" tab.
3. Enter the invitee's email address.
4. Select a role: Admin, Editor, or Basic.
5. Click "Send Invitation".

The invitee receives an email with a link to join your workspace. If they don't have a Notoria account yet, they'll be prompted to create one first.

Understanding Roles

• Admin - Full workspace control. Admins can manage billing, workspace invitations, document types, automations, marketplace imports, audit log access, requests, and trash, in addition to normal document work.
• Editor - Can work with documents and folders, upload files, manage document requests, and restore or permanently delete items from Trash. Editors do not manage billing, marketplace imports, document types, or automations.
• Basic - Best for read-heavy access. Basic members can open and search workspace content, but they do not manage requests, trash actions, document types, automations, or workspace administration.

Changing a Member's Role

1. Go to "Settings" in the sidebar.
2. Open the "Invitations" tab.
3. Find the member in the list.
4. Change their role from the dropdown next to their name.

Only admins can change roles. The change takes effect immediately.

Removing a Team Member

1. Go to "Settings" in the sidebar.
2. Open the "Invitations" tab.
3. Find the member in the list.
4. Click the remove action next to their name.

Their uploaded documents remain in the workspace. Only the member's access is revoked.

FAQ

How many team members can I invite?

All plans support team collaboration with no member limit.

Can a member be in multiple workspaces?

Yes. Each workspace is independent, and a user can be a member of multiple workspaces with different roles in each.

What happens to a member's documents when they leave?

Documents stay in the workspace. They were uploaded to the workspace, not owned by the individual.