Invite Members and Assign Roles

Workspace Owners and authorized Admins manage ordinary organization membership. Add only people who should have access to that customer workspace.

Before inviting

Confirm the person's email, relationship to the organization, intended role, Team scope, client association when applicable, and whether an existing identity may already use that address.

Apply least privilege

Choose the minimum access needed for the person's actual responsibilities. A job title should not automatically grant broad financial, administrative, or cross-Team visibility.

Platform support access must not appear as a hidden customer membership. Cards Support uses its separate, audited support boundaries.