Invite and manage members

Owners and admins can invite people and manage other non-owner members. Check Roles and access before choosing a role: an Admin can manage the team and billing, while an Editor can work on and publish projects.

Open your teamCopy Anchor Link

1. If you are in a project editor, select the project name in the header and choose Back to projects.
2. On the workspace dashboard, select the workspace name in the sidebar and choose the intended workspace.
3. Select Team in the sidebar.

Your own row is marked You. Owners and admins also see pending invitations here.

Invite a teammateCopy Anchor Link

1. In Team, select Invite member.
2. Enter the person's address in Email. They will need to sign in with that email to accept.
3. In Role, choose Admin or Editor.
4. Select Send invite.
5. Check that the invitation appears as Pending in the Team table.

If all editing seats are taken, Invite member opens Manage seats and asks you to add seats. An invitation already sent can still be accepted later; if no seat remains then, the person joins as a Guest. See Seats for increasing the limit.

Accept an invitationCopy Anchor Link

Follow the link in the latest invitation email and sign in with the invited address. Reforma shows Joining workspace…, then opens the workspace's project list.

You can also sign in to Reforma with the invited address and find You're invited to the workspace in the sidebar. Select Join workspace, then Go to workspace.

Invitations expire after 14 days. Sending a new invitation to the same address replaces the pending invitation, so use the latest email link.

Revoke or replace a pending invitationCopy Anchor Link

To revoke an invitation:

1. Open Team in the intended workspace.
2. On the Pending row, select Revoke.
3. In Revoke invite, select Revoke to confirm.

To send a fresh invitation or change the role offered by a pending invitation, select Invite member again. Enter the same email, choose the intended Role, and select Send invite. The new invitation replaces the previous one.

Change a member's roleCopy Anchor Link

1. Open Team and find the other member's row.
2. Open that row's Role dropdown.
3. Select Admin or Editor. The change applies immediately.

You cannot use this dropdown to change your own role, assign ownership, or change the owner's role. Promoting a Guest requires an available editing seat; if none is available, add seats through Manage seats before retrying.

Remove a memberCopy Anchor Link

1. Open Team and find the other non-owner member's row.
2. Select Remove.
3. In Remove member, select Remove to confirm.

The person loses workspace access, but the workspace's project files remain. An owner or admin can invite them again later.

Leave a workspaceCopy Anchor Link

1. Open Team and find the row marked You.
2. Select Leave.
3. In Leave workspace, select Leave to confirm.

You lose access to that workspace, while its projects remain. Reforma takes you to another available workspace or the workspace selection screen.

The owner cannot leave through this action or transfer ownership through the Team role dropdown.