Manage members and access

You will learn how to invite teammates, choose roles, manage project access, and troubleshoot common invitation problems.

Read Workspaces, projects and members first if you want the access model before the steps.

Invite workspace members

Open the workspace, then go to Settings > Members.

Workspace owners and admins can choose Invite member.

Enter:

Email.
Role.

Use Member for most teammates. Use Admin for people who need to manage workspace settings, integrations, members, and projects. Keep Owner access limited to the people responsible for the workspace.

Pending invitations appear in the member list until accepted or cancelled.

Change workspace roles

Workspace roles are visible in Settings > Members.

Only workspace owners can change member roles. Admins can invite and remove members but cannot change other members' workspace roles.

Before promoting someone to admin, confirm they should be able to:

Manage workspace settings and integrations.
Invite or remove workspace members.
Create and archive projects.

Before removing a member, check whether they own active work, dashboards, saved views, automation, or integrations that other people rely on.

Add project members

Open the project, then choose Members in the project navigation.

Project admins and workspace owners/admins can add project members. Choose Add member, then enter:

Email.
Role.

If the person is not already in the workspace, Tixio can add them to the workspace automatically so the project access works.

Choose project roles

Use the least powerful role that lets the person do their work:

Admin for people who manage project members, settings, workflow, automation, and imports.
Member for teammates who create and edit issues, cycles, labels, comments, and attachments.
Viewer for people who need read-only access.
Guest for external collaborators who should only read this project.

Viewers and guests can open shared saved views and can create private saved views for personal queues, but cannot publish shared workspace views.

Project admins should be able to manage the project without needing workspace admin access.

Private vs team projects

For Team projects, workspace members can access the project. You may still add explicit project roles for admins, viewers, or guests.

For Private projects, add people deliberately from the project Members tab.

Use private projects for:

Sensitive customer or employee work.
Early planning that is not ready for the wider workspace.
External collaboration with guests.

Use team projects for:

Shared product or engineering work.
Projects where broad visibility helps reduce duplicate questions.
Team-owned backlogs and sprint planning.

Accept an invitation

Invitees should open the invitation email and use the same email address that received the invitation.

Depending on account state, Tixio may ask the invitee to:

Create an account.
Sign in.
Confirm their email.

After authentication, Tixio returns them to the invitation. Signed-in users may see pending invitations on the workspace picker.

Cancel or remove access

Workspace members:

Cancel a pending workspace invitation from Settings > Members.
Remove a joined workspace member from Settings > Members.

Project members:

Cancel a pending project invitation from the project Members tab.
Remove a joined project member from the project Members tab.

Removing someone from a private project removes access to that project but does not necessarily remove them from the workspace. Removing someone from the workspace removes their workspace access.

Access troubleshooting

If someone cannot enter the workspace:

Confirm the invitation was sent to the email they use to sign in.
Ask them to verify their account email if prompted.
Check whether the invitation is still pending or was cancelled.
Send a new invitation if the link is expired or unavailable.

If someone can enter the workspace but cannot see a project:

Check project visibility.
If the project is private, add them from the project Members tab.
If the project is team-visible, confirm they are a workspace member.
Ask them to refresh or reopen the workspace after access changes.

If an invite button is missing or disabled:

Workspace invites require owner or admin access.
Project member changes require project admin access or workspace owner/admin access.

Rollout checklist

Before a large team rollout:

Invite one backup workspace admin.
Confirm the first project has the right visibility.
Add project admins before inviting the wider team.
Send users the workspace name, first project, and first task.
Review pending invitations after the first day.