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SpecifyDocs

Workspace

Invite your team and manage roles

Invite teammates to your workspace and see what each role can do.

A workspace becomes more valuable when you share it with your team. Teammates don't need to set anything up: they accept the invitation and can start reading docs or asking AI.

Roles

Each workspace member has one of four roles.

RoleWhat they can do
OwnerControls the entire workspace.
AdminInvites and removes members and changes settings. Handles admin-only settings such as the external editor access policy.
EditorEdits documents, projects, and sources. Can create document projects and start document generation.
ViewerRead-only access. Can't create document projects.

Role-based permissions and multiple teammates are available on the Team plan. You can add up to 100 members per workspace. For details, see Plans.

Invite teammates

  1. Open Member Management

    In workspace settings, go to Member Management and select Invite Member.

  2. Enter an email and role

    Enter the email address of the teammate you want to invite, choose a role, and select Send Invitation.

  3. Wait for the invitation to be accepted

    An invitation email is sent, and your teammate must accept it within 7 days. You can resend or cancel pending invitations from the same screen.

Manage members

  • Change Role: Change a member's role to Admin, Editor, or Viewer.
  • Suspend: Blocks workspace access but keeps the member's record and role. You can reactivate them anytime.
  • Remove: Removes the member from the workspace. This action can't be undone.

Document access

If you open a document you don't have permission for, you can send an access request. What coding agents can read over MCP is also limited to the scope your workspace permissions allow. See Tokens and access policies.