4. Invite your team

Invite from Settings → Members: enter an email address, pick a role, send.

If the invitation does not arrive you can resend from the list — but email sending is rate limited, so wait a little rather than retrying repeatedly.

Note

Inviting and managing members requires the admin role.

Roles

Role	Can do
Owner	Everything, including billing
Admin	Invite and manage members, manage billing
Member	Create and edit tasks. The normal role
Viewer	Read only. No writes
Guest	Access only the boards you pick

Guests get an explicit list of boards, capped at a maximum. A guest with no boards selected sees nothing. Use this for outside collaborators.

Viewers cannot write, ever

A viewer cannot write through the API or MCP either. That is a role restriction, not a scope one — raising the token’s permissions changes nothing.

Paid seats

Billing counts members with write access. Viewers do not consume a seat.

If you go over the Free plan limit and it switches, the whole workspace becomes read-only — so check Settings → Billing before inviting a crowd.

Board access

From the member list you can restrict a user to selected boards. By default everyone can reach every board.

Do not restrict early

Restricting access during rollout produces “I cannot see it, so I will ask” — which raises your synchronous share. Unless you have a concrete confidentiality requirement, start open.

What to tell the people you invited

Send them If you were just invited. It is a three-minute read.

Next

5. Connect Slack