Team Members
At a glance
| Location | Sidebar → Invite (UserPlus icon) / Settings → Team |
| Plan | All plans, including the free tier |
| Related features | 3 |
Invite team members to your Spun workspace. Team members are unlimited and free - there are no per-seat charges. Assign sharing roles via the Share Wizard: Viewer (read-only within filters), Team Member (communicate within filters), Manager (full control within filters), or Full Control (entire inbox, identical to admin). Inbox sharing is included on every paid plan: Pro and both Max sizes can grant Full Control and the scoped/partial-access roles (Viewer, Team Member, Manager) alike. The Free Trial cannot share the inbox. Where the role is scoped rather than full control, the wizard also asks which pipeline boards and which stages within them the person may work with, and the permission list carries separate controls for seeing the pipeline, moving cards between stages, and editing boards.
How to use
- Go to Settings → Team or Sidebar → Invite.
- Click "Share Access" to open the Share Wizard.
- Enter the email or phone of the person to invite.
- Choose their role preset (Viewer / Team Member / Manager / Full Control).
- If scoped, select which saved filters they can access, and which pipeline boards and stages.
- Customize individual permissions if needed.
- They receive an invitation email or get access immediately if already a member.
Related features
FAQ
- How do I add a team member?
- How to invite someone?
- What roles are available?
- What is the difference between Viewer and Manager?
- Are team members free?
- How many team members can I add?
- How do I share only part of my pipeline with someone?