Invite your team

Invite teammates and you manage documents and reading data together instead of alone. An invite takes one email and a role (Admin or Member), and when you run out of seats you raise the seat count yourself in Settings.

What you can do here

• Invite with one email — enter an email, pick a role, and a 24-hour invite link goes out.
• Separate management by role — keep billing, branding, and domains open to admins only.
• Add and remove seats yourself — change the seat count one at a time; reductions are scheduled for your next billing date.
• Buy capacity, not just people — each seat also raises your upload limit and AI usage, whether or not you invite anyone.

Member invites need Business or above

Member invites map to the Space and team invites row of the plan comparison table and run on Business and Enterprise.

• On Starter or Pro, clicking Invite Member opens “Manage documents together with your team / Business includes 3 seats.” instead of the invite dialog.
• The Invite Member button is visible to admins only. With the Member role it never appears.

Manage teammates from the sidebar Members menu (or Settings > Member Management)

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Invite a member

Members live under the sidebar Members menu or Settings > Member Management. The list shows email, name, role, join date, and management actions.

Go to the Members screen

Click Members in the sidebar. The Settings > Member Management tab opens the same screen.

Open the invite dialog

Click Invite Member to open Invite Space Member. It reads “Enter the email and role of the user to invite. Invitations are valid for 24 hours.” On a paid plan, current seat usage appears as “Used N / M.”

Enter an email and a role

Type the email, then pick Member (the default) or Admin in the Role dropdown.

Send the invite

Click Send Invite to send an invite link to that address. Cancel closes the dialog without sending.

Have them accept

The recipient opens the link, logs in or signs up, and accepts to join the space. Invites last 24 hours and expire after that.

The additional-billing notice appears only when every seat is taken. While a seat remains free, an invite changes nothing on your bill. With no seats left, the dialog shows Additional billing: “One seat is added and your card is charged now for the remaining days of this period. Your upload limit and AI usage increase too.”

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Manage pending invites

Invites that nobody has accepted yet sit in the Pending Invitations list, which has Email, Role, Invited, Expiry, and Manage columns.

• Resend — renews the expiry and sends the invite email again. Use it when an invite expired or the email never arrived.
• Cancel Invite — withdraws a pending invite and returns the seat it was holding.

A pending invite occupies a seat. Cancel invites you no longer need and the seat comes back immediately for someone else.

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Notices you may see while inviting

Situation	What the screen does
Already a member	A notice says they are already in the space and cannot be invited again.
Already invited	A notice says a pending invite exists for that email. Use Resend in the Pending Invitations list.
Out of seats	The invite stops and “User upgrade required” opens: “Add a seat to invite more members — your upload limit and AI usage increase too.”
Plan does not allow invites	On Starter or Pro, “Manage documents together with your team” opens instead.
Email delivery failed	The invite itself is created, so use Resend in the Pending Invitations list to send the email again.

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What each role can do

Space roles are Admin and Member. The role decides which menus appear and which features work.

Permission	Admin	Member
Upload and manage documents	Yes	Yes
Create share links	Yes	Yes
Invite, change roles, remove members	Yes	No
Logo Settings (branding)	Yes	No
Custom Domain	Yes	No
Billing & Plans, Usage	Yes	No

Whether someone can only open or also edit the documents in a folder is not a space role — it comes from the folder invitation as viewer or editor. The plan comparison table combines all three as Role permissions (Viewer / Editor / Admin). See Understand access permissions.

For a Member, the member management screen is read-only. No invite, role change, or remove buttons appear.

The role gate applies before the plan gate. When a Member opens an admin-only screen — Billing & Plans, Usage, Custom Domain, Logo Settings — an Admin-only page card takes its place. It reads “This page is only accessible to space admins. Please contact an admin if you need access.” with a Go to home button. On the plan screen a Member sees “Only admins can change the plan”.

Whoever creates the space becomes an Admin and is also marked as the owner. The owner’s role cannot be changed and the owner cannot be removed.

There is no owner-transfer feature in the dashboard. As long as the owner stays in the space, you can never end up with zero admins and a locked space.

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Change a role

Open the member list

Go to Members in the sidebar or Settings > Member Management.

Switch the role

Open the role dropdown on that member’s row and pick Admin or Member. The change applies immediately.

An admin can change their own role, and nothing on screen blocks it. Downgrade yourself to Member and you lose member management rights on the spot, so confirm another admin remains first.

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Remove a member and cancel an invite

Remove a member

Open the more menu (…) at the end of the member’s row, choose Remove from Space, and confirm. Other admins apart from the owner can also be removed this way, so proceed carefully.

Cancel an invite

Invites nobody has accepted sit in Pending Invitations. Use Cancel Invite to withdraw one and return its seat.

The owner’s row has no more menu.

Removing a member ends their access to the space. Their folders, documents, share links, and collected viewer data are not deleted, and they do not transfer to another admin. Links already distributed keep working, so viewers can still open the document. What removal does clear is every folder permission that member held — including permissions on folders they created themselves. So a folder shared only with that member becomes something no remaining admin can open, and whose links no one can switch off. Before you remove someone, share anything important with another admin as can edit.

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Seats by plan — base seats and the cap

Each plan has a base seat count (included in the price) and a seat cap (the most you can raise it to).

Plan	Base seats	Seat cap	Extra seats
Starter	1	1	Not available
Pro	1	1	Not available
Business	3	49	$12/mo per seat ($10/mo per seat on annual billing)
Enterprise	Custom	By contract	Contact us

Business is the only plan where you add seats on screen. Starter and Pro have a fixed seat count, so the stepper is replaced by “Your current plan comes with a fixed number of seats. Change your plan to add more.” Enterprise seat counts are set by contract.

A seat is capacity, not a headcount. The screen puts it plainly: “A seat is capacity, not a headcount. Each seat adds 30 uploads a month — you don’t need to invite anyone.” Raising the seat count raises your monthly upload limit and AI usage as well.

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Add or remove seats

Seat changes live in the Seats section of Settings > Billing & Plans. Admins only.

Open the Seats section

Go to Settings > Billing & Plans. The Seats section shows “Used N of M in use · K included in your plan” and “$12 per additional seat”.

Adjust the number

Use ＋ and − to change the count one seat at a time.

Apply or schedule

Raise the number and the button becomes Update seats; lower it and the button becomes Schedule change. Click it and confirm.

Raising and lowering bill at different times.

Direction	When it applies	Payment
Raise	Available right away	Prorated for the remaining days and charged to your card now
Lower	From your next billing date	This period is not refunded. Your current seats stay usable until then.

• On screen: raising says “New seats are available right away, and your card is charged now for the remaining days of this period.” Lowering says “The reduction is scheduled and takes effect on your next billing date. Until then your current seats stay available.”
• Once a reduction is scheduled you see “Your seat count changes to N on {date}.” with a Cancel scheduled change button under it. Cancelling reports “The scheduled seat change was canceled. Nothing was charged.”

Two reasons the count refuses to go lower

• Seats in use — “You can’t go below N. Seats that are in use have to be freed up first.” Remove a member or cancel a pending invite first.
• The plan’s base seats — “This plan includes N seats — you can’t go below that. Change your plan to reduce it further.” Business never drops under 3, even with every member removed.

Some states block seat changes entirely.

• Subscription scheduled to end — “Seats can’t be changed while the subscription is scheduled to end. Resume the subscription to change them again.”
• Payment outstanding — “Seats can’t be changed while a payment is outstanding. Update your payment method first.”
• Plan or payment method not supported on screen — “Your current plan and payment method don’t support adding seats here. Please contact support or your administrator to make the change.”

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Inviting someone who belongs to another space

Space membership is independent per space. Someone who already belongs to another company’s space joins yours normally, and their original space is unaffected. One person can hold a different role in each space.

Re-accepting an invite never rewrites an existing role. An admin who accepts a Member invite is not demoted.

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Ways to use this

Inviting a member is not the end of the job. Set the space role, folder permissions, and bookmarks together and a new hire stops guessing on day one.

Onboard a new sales rep in a day

• Situation — A new hire doesn’t know which material lives where and keeps having to ask.
• Setup — Send the invite from Invite Member with the role left as Member (valid 24 hours). Once they accept, use the Invite icon on the folder row to add them to their client folders as can edit, and show them how to bookmark those folders.
• What you get — Billing, branding, and domain screens stay locked, while they upload documents and create share links in their own folders right away. Bookmarks are saved per person, so each rep sees only their own folders in the sidebar.

Keep administrative controls with admins

• Situation — You worry a member will change the plan or wipe the logo by accident.
• Setup — Raise only the people who need administrative controls to Admin and leave everyone else as Member. Logo Settings, Custom Domain, Billing & Plans, and Usage are admin-only.
• What you get — A member account never even sees the Invite Member button, and opening an admin-only screen shows the Admin-only page notice. Uploading documents and creating share links still work for members, so nobody is blocked.

Add a seat when capacity, not headcount, ran out

• Situation — The team is still three people, but this month’s upload limit (30 per seat) is already gone.
• Setup — In the Seats section of Settings > Billing & Plans, add one seat and press Update seats (Business, $12/mo per seat, or $10/mo on annual billing). If you don’t need it next month, lower it in the same place with Schedule change.
• What you get — Each seat opens another 30 uploads a month even with nobody invited, and AI usage rises with it. Raising is prorated and charged at once; lowering applies from your next billing date, so this period runs unchanged.

Share one account across a team and you can’t tell who uploaded or changed what, and the rule that excludes only the owner’s own views from your reading stats stops working properly. Split it into seats and you can give each person different permissions, while the seat itself doubles as upload and AI capacity.

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Button and shortcut reference

Button or element	Where it is	What it does
Invite Member	Top of the Members screen	Opens Invite Space Member — visible to admins only, and sending works on Business and above.
Role dropdown	Invite dialog	Sets the invitee’s role to Member (default) or Admin.
Send Invite	Invite dialog	Sends an invite link valid for 24 hours.
Cancel	Invite dialog	Closes the dialog without sending.
Resend	Each row of Pending Invitations	Renews the expiry and sends the invite email again.
Cancel Invite	Each row of Pending Invitations	Withdraws a pending invite and returns its seat.
Role dropdown	Each member row (owner excluded, admins only)	Changes an existing member’s role immediately.
More menu (…) → Remove from Space	End of a member row (owner excluded, admins only)	Removes that member from the space after confirmation.
＋ / − stepper	Settings > Billing & Plans > Seats	Changes the seat count one at a time.
Update seats / Schedule change	Seats section	Applies a raise and charges it now, or schedules a reduction for the next billing date.
Cancel scheduled change	Seats section, when a reduction is scheduled	Reverses the scheduled reduction at no charge.

Shortcut: Open Members

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Frequently asked questions — invites and roles

How do I invite a teammate?

Open Members in the sidebar (or Settings > Member Management), click Invite Member, enter the email, pick Member or Admin, and click Send Invite. The link is valid for 24 hours. Member invites run on Business and above, and the button is visible to admins only.

Can I set someone's role to admin right when I invite them?

Yes. Pick Admin in the role dropdown and they join with that role. You can also switch it later from the role dropdown in the member list.

They said the invite email never arrived — how do I resend it?

Click Resend on that invite in the Pending Invitations list. The expiry is renewed and the email goes out again. This also covers invites that were created but whose email failed.

The invite expired — how do I invite them again?

Invites last 24 hours. Use Resend in Pending Invitations to renew the expiry, or Cancel Invite and enter the email again as a fresh invite.

Can I invite members on Starter or Pro?

No. Member invites need Business or above. Trying on Starter or Pro opens “Manage documents together with your team / Business includes 3 seats.”

What shows up when a member clicks an admin menu?

An Admin-only page card takes the place of that screen, reading “This page is only accessible to space admins. Please contact an admin if you need access.” with a Go to home button. The role gate applies before the plan gate, so a sufficient plan does not help a Member.

Can I invite someone who's in another company's space?

Yes. Space membership is independent per space, so they join normally and their original space is unaffected. One person can hold a different role in each space.

Can I hand a departing owner's rights to another admin?

Not today. The space owner is fixed to the account that created the space, and no screen hands that over to someone else. There is no per-folder or per-document owner change either — the highest permission you can grant by sharing is can edit. The owner’s row shows no role selector and no more menu, so the role cannot be changed or removed. When you need a real handover, promote the successor to admin and share the folders they need as can edit.

If I remove a member, what happens to their documents, share links, and collected viewer data?

Removing a member ends their access to the space. The folders and documents they owned, the links they distributed, and the viewer and contact data collected are not deleted, and none of it transfers to another admin. Links already out in the world keep opening. Removing an admin works the same way; the only difference is that removal is blocked when they are the last admin in the space (“The last admin of a space cannot be removed or have their role changed.”). Because removal also clears every folder permission that person held, a folder shared only with them cannot be opened by any remaining admin, and its links cannot be switched off. Share important folders with another admin as can edit before you remove them.

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Frequently asked questions — seats and billing

How much does an extra seat cost?

$12 per seat per month on Business, or $10 per seat per month on annual billing. The Seats section shows it as “$12 per additional seat”. Business costs $59 with 3 seats included, so the extra charge starts at the fourth seat. Starter and Pro cannot add seats.

How many seats can I have?

Business goes up to 49 seats. Starter and Pro are fixed at 1, and Enterprise is set by contract. Past 49 on Business, talk to Enterprise sales.

When am I charged for adding a seat?

Right away. New seats work immediately, and the remaining days of the period are prorated and charged to your card at once.

When does removing a seat take effect?

On your next billing date. A reduction is a schedule, so your current seats stay usable until then and this period is not refunded. You see “Your seat count changes to N on {date}.”

Can I cancel a scheduled seat reduction?

Yes. Click Cancel scheduled change under the schedule notice in the Seats section and your current count stays. Nothing extra is charged.

It won't let me lower the seat count.

One of two floors is holding it. If seats are in use, you get “Seats that are in use have to be freed up first.” — remove a member or cancel a pending invite. If the plan’s base seats are the floor, you get “This plan includes N seats — you can’t go below that.” Business stays at 3 or more no matter what.

Does adding a member raise my bill right away?

Not while a seat is free. Only when every seat is taken does an invite add one seat, prorated for the rest of the period and charged immediately. In that case the invite dialog also shows Additional billing.

What happens when I exceed the seat limit?

The invite stops and “User upgrade required” opens. Adding a seat lets you invite more members and raises your upload limit and AI usage too. Pending invites also hold seats, so cancelling ones you no longer need frees capacity.

Is there a reason to add seats if I'm not inviting anyone?

Yes. A seat is capacity rather than a headcount, and the screen says so: “Each seat adds 30 uploads a month — you don’t need to invite anyone.” AI usage scales with the seat count as well.

The seat button won't respond.

Seat changes are blocked while a subscription is scheduled to end or a payment is outstanding. You get “Resume the subscription to change them again.” and “Update your payment method first.” respectively. When the plan or payment method has no on-screen path, the panel points you to support or your administrator.

Do pending invites take up seats?

Yes. An invite nobody has accepted still holds a seat. Cancel it in Pending Invitations and the seat returns at once.

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Key points

• Member invites need Business or above, the Invite Member button is visible to admins only, and links last 24 hours.
• Space roles are Admin and Member. Reading and editing inside a folder is set separately as viewer or editor.
• Base seats and the seat cap differ. Business includes 3 and caps at 49, with extra seats at $12/mo per seat.
• Adding seats applies and charges immediately; removing seats is scheduled for the next billing date and can be reversed with Cancel scheduled change.
• Inviting a member while a seat is free costs nothing. A seat is both a person and upload and AI capacity.

Learn more

Understand access permissions

What viewer, editor, and admin can each do.

Invite people to a folder

Split access folder by folder.

Compare plans and pricing

Plan limits and the comparison table.