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Invite Team Members

Last updated on Apr 06, 2026

Invite Team Members

This article explains how to invite people to your TexAu workspace, manage pending invitations, and remove team members.

Before you begin

You need the Owner or Admin role to invite or remove team members. Go to Settings > Members to manage your team.

Send an invitation

  1. Go to Settings > Members.

  2. Click Invite member.

  3. Enter the email address of the person you want to invite.

  4. Select their role from the dropdown:

    • Admin - Full team management and workspace settings (available only if you are an Owner)

    • Member - Full access to data and templates, no team management

    • Editor - Can create tables, run enrichments, and manage own data

    • Viewer - Read-only access to tables and results

  5. Click Send invite.

An invitation email is sent to that person with a link to join your workspace.

Manage pending invitations

After you send an invitation, it appears as pending in Settings > Members.

Resend an invitation

  1. Go to Settings > Members.

  2. Find the pending invitation in the list.

  3. Click Resend.

A new invitation email is sent immediately.

Cancel an invitation

  1. Go to Settings > Members.

  2. Find the pending invitation in the list.

  3. Click Cancel.

  4. Confirm your choice.

The invitation link stops working after you revoke it.

What the invited person sees

The invited person receives an email with:

  • Your workspace name

  • A description of their assigned role

  • A button to accept the invitation

If they do not yet have a TexAu account, they are prompted to create one when they click the link.

Change a team member's role

  1. Go to Settings > Members.

  2. Find the team member in the list.

  3. Click their current role.

  4. Select the new role from the dropdown.

  5. Confirm the change.

The change takes effect immediately.

Remove a team member

  1. Go to Settings > Members.

  2. Find the team member you want to remove.

  3. Click Remove.

  4. Confirm your choice.

Once removed, the team member loses access to the workspace immediately.

Leave a workspace

If you want to leave a workspace but keep your TexAu account:

  1. Click the profile menu at the bottom of the sidebar.

  2. Select the workspace you want to leave.

  3. Click Leave Workspace.

  4. Confirm your choice.

You cannot leave a workspace where you are the sole Owner. Transfer ownership to another team member first.

Troubleshooting

The invitation email was not received.
Ask the recipient to check their spam or junk folder. If the email is not there, go to Settings > Members, find the pending invite, and click Resend.

Someone accepted the invitation but does not appear in the team list.
Refresh the page. If they still do not appear after a minute, try revoking the invitation and sending a new one.

I accepted an invitation but cannot see any data.
Click the profile menu at the bottom of the sidebar and confirm you are viewing the correct workspace. You may be in a different workspace.

I cannot change a team member's role.
Only Owners and Admins can change roles. Check your own role on the Settings > Members page.

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