Inviting Members

Invitation Flow

Inviting a new member to your workspace takes just a few steps. Only workspace Owners can send invitations.

  1. Open member settings - Go to Settings > Members in your dashboard.
  2. Enter the email address - Click Invite Member and type the email address of the person you want to invite.
  3. Select a role - Choose a role for the new member: Editor, Contributor, or Viewer. You can change this later.
  4. Send the invitation - Click Send Invite. The recipient will receive an email with a link to accept and join your workspace.
  5. Member accepts - Once the recipient clicks the link, they either sign in to their existing clarife account or create a new one. They are then added to your workspace with the assigned role.

ℹ️ Info: Each invited member occupies one seat. The Business plan includes 1 seat; see current pricing on the pricing page for additional seats. See Seats for details.

Managing Pending Invitations

You can view and manage pending invitations from Settings > Members:

ActionDescription
ResendRe-send the invitation email if the original was missed
RevokeCancel a pending invitation before it is accepted
Change roleUpdate the assigned role before the member joins

⚠️ Warning: Invitation links expire after 7 days. If the recipient does not accept within that time, you will need to send a new invitation.

After Joining

Once a member accepts the invitation:

  • They gain immediate access to the shared workspace
  • They can see all workspace documents based on their role permissions
  • Their activity appears in the workspace alongside other members
  • They occupy one seat in your billing

💡 Tip: To change a member's role after they join, go to Settings > Members, find their name, and select a new role from the dropdown.


Can I invite someone who does not have a clarife account?

Yes. The invitation email includes a link that allows the recipient to create a new account and join your workspace in one step.

Is there a limit on pending invitations?

No. You can have as many pending invitations as you need. Each accepted invitation counts as one seat.

Can I invite someone to a specific project within the workspace?

Not currently. Invitations are workspace-wide. All members can access workspace documents according to their role permissions.

What happens if I revoke an invitation after it was accepted?

You cannot revoke an accepted invitation. To remove a member, go to Settings > Members and remove them from the workspace.