Skip to main content
Manage who’s in your workspace from Settings > Members. It has two tabs: Members for people and invites, and Roles for what they can do.

​
Invite your team

Use Invite team members and either paste a list of email addresses (GainTrace sorts out who’s new, who’s already invited, and who’s already here) or share an invite link that anyone can use to join. Pending invites appear in the list with a Pending badge. From the row menu you can Resend invite or Revoke invite. If someone asks to join, a Requests to join inbox lets you Approve or Deny each one.

​
Roles

Every member has a role:
  • Owner: full control, including billing and ownership.
  • Admin: manages the workspace and its members.
  • Member: works in the app day to day.
An owner can change a member’s role or remove them from the row menu. On the Roles tab you can also define custom roles with a specific set of permissions.

​
Good to know

  • Only an owner can change roles. Admins can invite and remove members, but not change roles.
  • Removing a member reassigns their accounts and revokes any invites they’d sent.
Last modified on July 6, 2026