Inviting people to your workspace

Two ways to add a person to your Claos workspace. Email an invitation directly, or generate a shareable link anyone can click. Pick a role at the moment you invite — that's how access is set.

For external collaborators who should see one project rather than the whole workspace, there's a separate guest invite scoped to that project.

Email invites

1. Open Settings → Members.
2. Click Invite member.
3. Enter the email address and pick the role (Admin / Member / Viewer — see Roles and permissions).
4. Send. The recipient receives an email with an accept link.

The invite expires after 7 days. Pending invites show below the active members list with the email, the assigned role, and the time remaining. Click the X on a pending row to revoke. To resend, revoke and invite again.

Invite links

For onboarding several people, or when you don't have a specific email, generate a shareable link.

1. Settings → Members → Invite link section.
2. Click Generate link.
3. Pick an expiration: 1 day, 7 days, 30 days, or Never.
4. Copy the link and share it however you like — Slack, email, paste it in a doc.

Anyone with the link can join the workspace with the role you picked at generation time. A workspace has one active invite link at a time. Regenerate to rotate the link (the old one stops working immediately) or Revoke to disable the link path entirely.

Accepting an invite

The recipient clicks the link. If they don't have a Claos account, they're prompted to create one with that email. After sign-in, they're dropped straight into the workspace with the role you assigned.

If you've sent an email invite to an address that doesn't have an account yet, the same flow works — the link in the email and the signup flow are joined.

Guest invites

When you want someone to see one project but nothing else — a client, an external collaborator, a vendor — use a guest invite instead of a workspace member invite.

1. Open the project you want to share.
2. Open the project's Members tab.
3. Click Invite Guest.
4. Enter the email and pick the role (Member or Viewer at the project scope).

Guests can read and act inside that project — see tasks and pages, comment, edit if you gave them Member — but they don't see the rest of the workspace. The number of active guests is capped by your plan; the dialog tells you what your limit is and how many are in use.

Tips and gotchas

• Pick the role before you invite. Workspace roles are set at invite time. To change someone's role later, remove the member and re-invite with the new role — their work stays in the workspace, since every resource (project, page, task) is owned by the resource itself, not by the person who created it.
• One active invite link at a time. Generating a new link replaces the previous one. If you'd shared the old link, anyone still holding it will get a "link expired" page after regeneration.
• Owner is set at workspace creation. You can't invite someone as Owner; the workspace creator holds that role.
• Integrations and channels are per-scope. New members can immediately use any workspace-scope integrations an admin has connected. Personal-scope integrations and messaging channels are per-member — each person connects their own. See What are integrations?.

Related

• Roles and permissions
• What a project is
• Real-time presence
• What are integrations?