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Invite and manage members

Invite people to your workspace by email, track invitations, change member roles, and remove access.

The Members page lists the people in your workspace and their roles. Admins use it to invite people, change roles, and remove access.

Open the workspace menu, then select Invite and manage members. You can also select Members in the settings sidebar.

Item What it is
Members (N) The list of members. N is the number of members.
Invitations The invitations that admins sent. Only admins see this tab.
Search members Finds a member by name, email, role, or team.
Columns Name, Email, Teams, and Role.

You can invite anyone by email address. The person does not need a TulipFarm account. If they are new, they create an account when they open the invitation link.

  1. Select Invite members.

  2. Enter one or more addresses in Email addresses.

    You can paste a list. Separate the addresses with commas or new lines. Select Add another to add a field.

  3. Select Send invitations.

Everyone joins as a member. Invitation links last seven days.

After a person joins, add them to a team to give them access to business data. See Teams.

Open the Invitations tab. It shows each invitation and whether the email arrived.

  • Select Resend to send a new email. Resend creates a new link, and the old link stops working.
  • Select Copy link to copy the invitation link.
  • Select Revoke link to cancel an invitation. The link stops working. People who already joined keep their membership.

A member is an Admin or a Member. To change a role, select Make admin or Make member next to the person.

The workspace must always have an admin. To demote or remove the last admin, promote another member first.

Select Remove access for and the person’s name, then confirm.

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