Managing Team Members

This guide walks you through inviting people to your workspace, changing their roles, and removing members when needed.

Invite a member

The quickest way: ask the agent.

Invite sarah@company.com as an editor.

The agent sends the invitation and confirms when it's done. You can also specify a role in the same prompt:

Add james@company.com to the workspace as an admin.

To invite someone manually:

1. Open Settings from the sidebar, then select Members.

2. Enter the person's email address in the Invite Member field.

3. Choose a role from the dropdown: Guest, Member, Admin, or Owner (only workspace owners can assign the Owner role).

4. Click Invite. If the person already has an Obvious account, they're added to the workspace immediately. If they don't have an account yet, Obvious sends an invitation — they'll join the workspace when they sign up.

Note: Workspaces on seat-based plans have a seat limit. If your workspace is at capacity, you'll need to remove a member or upgrade your plan before inviting someone new.

Change a member's role

Obvious has four workspace roles: Guest, Member, Admin, and Owner. Each one controls what a person can see and do across the workspace. For a full breakdown of what each role includes, see Roles & Permissions.

To change someone's role:

1. Go to Settings → Members.

2. Find the person in the members list.

3. Click the role label next to their name. A dropdown appears with the available roles.

4. Select the new role. The change saves automatically.

Warning: If you're an Admin and you change your own role to Member or Guest, you won't be able to change it back yourself. Another Admin or the Owner will need to restore your access.

Remove a member

1. Go to Settings → Members.

2. Find the person you want to remove.

3. Click the role dropdown next to their name and select Remove, or use the remove option in the member row.

4. Confirm the removal in the dialog that appears.

Removed members immediately lose access to all workspace resources — projects, documents, sheets, and shared data. This action can't be undone from the removed person's side; you'd need to invite them again.

Manage pending invitations

When you invite someone who doesn't have an Obvious account yet, the invitation stays pending until they sign up. You can track your invitations from Settings → Invites, which shows:

• How many invites you have available
• How many people you've invited
• A shareable invite link you can copy and send directly

If you've used all your available invites, click Request Invites to ask for more.

Manage team membership

Workspaces can also have teams — smaller groups within the workspace for organizing projects and people. To manage members within a specific team:

1. Go to Settings → Teams and select the team.

2. Click Manage members.

3. Add members by typing their email address and clicking Add. The person must already be in the workspace — if they're not, Obvious prompts you to invite them to the workspace first.

4. Change a team member's role (Member, Admin, or Owner) using the dropdown next to their name.

5. Remove someone from the team by selecting Remove from the same dropdown.

Removing someone from a team doesn't remove them from the workspace. They keep their workspace access but lose access to anything scoped specifically to that team.

Next steps

• Roles & Permissions — What each role can do across workspaces, teams, and projects.

• Workspace Settings — Other workspace-level settings including name, billing, and integrations.

• Creating and Managing Teams — How to set up teams, assign projects, and organize your workspace.