Workspaces, members, and roles

Users can belong to multiple workspaces and choose the active workspace from organization settings. Data and AI conversations are isolated to that active workspace.

• Owner: full administration, including workspace deletion.
• Admin: member, invitation, AI configuration, integration, and search-index administration.
• Member: create and update notes, tasks, lists, views, comments, and cycles.
• Viewer: read workspace content without changing it.

Admins create an email-bound invitation link in Settings → Organization and share it with the intended person. Links expire after seven days and can only be accepted by the matching signed-in email address.