Administrators invite members from Manage Members (Sidebar Menu > Manage Members, or profile icon > Workspace Administration > Manage Members) by entering email addresses and choosing a role, type and teams. The same page shows invitation status, resends invites, exports the list and edits each member.
Plan Availability | All plan types |
Permissions | Administrators: Can add, remove, and edit members. |
Platform | Web |
Related Reading |
Administrators invite members, check and resend invitations, export the member list and edit each member's status, role, type and teams from one page.
What can an invited member do before accepting?
Abilities: Invited members can be assigned tasks and added to teams immediately after the invitation is sent. Invited Members cannot be mentioned in comments.
Admin Controls: Administrators can delete invited members at any time.
Where is the Manage Members page?
All member-related tasks can be performed from the Manage Members page. Follow these steps to access it:
Log in as an Administrator.
Open the Sidebar Menu:
Click your Sidebar Menu in the upper-left corner of the interface.
Navigate to Manage Members:
Select "Manage Members" from the dropdown.
4. Open the User Personal Profile Menu
Click your profile icon in the upper-right hand corner
5. Navigate to "Workspace Administration"
Select "Workspace Administration" from the dropdown.
6. Navigate to "Manage Members"
Select "Manage Members"
How do I invite a member?
Go to the Manage Members Page.
Click "Invite New Members".
Fill in the following details in the invite dialog:
Email Address: Enter one or multiple addresses (separated by commas).
Role: Assign the appropriate role (e.g., Administrator, Solution Creator).
Type: Choose the member type.
Teams: Assign the member to relevant teams.
Send Invitations:
Click "Send Invitations" to email invites to the specified addresses.
Note: For paid plans, you will not be charged for the invited member until they have accepted the invitation.
Other places to invite from
Sidebar Menu:
Use the "Invite Members" button in the My Workspace section.
Member Directory:
Click "Invite Members" in the directory panel.
Assigned To Field Dropdown:
Select "Add New" from the dropdown menu.
How do I check or resend an invitation?
Check invitation status
To view the status of invited members:
Go to the Manage Members page.
Open the Display dropdown.
Select Status and filter by Invited.
Resend an invitation
If a member doesn’t receive their invitation:
Locate the member in the list.
Click the Resend link next to their "Pending" status.
Ask them to check their spam folder. If the email still does not arrive, contact support@smartsuite.com with the address so the team can check it against the email suppression list.
When can an invited member be assigned tasks or mentioned?
An invited member can be assigned tasks immediately when the invitation is sent.
However, invited members cannot by used in mentions until they have accepted their invite.
How do I export the member list?
Export your member data for analysis or record-keeping:
Open the Manage Members page.
Click the 3-dot menu in the top-right corner.
Select Export to download a file in either Excel or CSV format.
Exported columns
The exported file includes:
Name
Email
Status
Role
Type
Teams
2FA Status
Last Login
How do I change a member's status, role, type or teams?
To update a member’s profile:
Click the member’s name in the Manage Members list.
Open the Manage Member dialog.
Click "Edit" in the Workspace Information section to update:
Status: Active or Inactive.
Role: Adjust the assigned role.
Type: Update the member type.
Teams: Modify team assignments.
Click Update Workspace Information to save changes.
What are common ways to use member management?
1. Team onboarding
Scenario: A new marketing team joins the organization.
Solution: Use the "Invite Members" feature to onboard multiple members at once, assigning them to the appropriate roles and teams during setup.
2. Updating roles
Scenario: A project manager transitions to a new department.
Solution: Edit the member’s profile to reassign their role, type, and team.
3. Pending invitations
Scenario: An invitee misses the invitation email.
Solution: Use the "Resend" option in the Manage Members page.
Frequently asked questions
The invitation email never arrived. What do I do?
On Manage Members, filter Status to Invited, find the member and click Resend. Ask them to check spam. If it still does not arrive, contact support@smartsuite.com with the address so it can be checked against the suppression list.
Will I be charged for a member I invite?
On paid plans the member is billed when they accept the invitation and log in for the first time. Adding members above your licensed count is billed pro rata for the current cycle; see Add or Reduce Licensed Users.
Can I deactivate a member instead of deleting them?
Yes. Open the member from Manage Members, click Edit in Workspace Information and set Status to Inactive. Their history stays on the records. See Deactivating/Reactivating a Member.
How do I remove someone who was invited but never joined?
Administrators can delete an invited member at any time: find them on Manage Members with Status filtered to Invited and delete the invitation.
How do I get a list of members with their email addresses?
Open Manage Members, click the three-dot menu in the top right and choose Export. The Excel or CSV file includes Name, Email, Status, Role, Type, Teams, 2FA Status and Last Login.
Where do I set a member's type, such as a guest?
In the invite dialog's Type field, or later from the member's profile under Workspace Information. See SmartSuite Permissions for what each role and type can do.
Last verified 21 Oct 2026 against the Billing Basics and Add or Reduce Licensed Users articles (billing on acceptance) and the pricing page (User Management); steps as Product wrote them in Jul 2025