Workspace Data & Ownership
Understand how data and dashboards belong to a workspace.
Inviting People to a Workspace
Invite teammates and collaborate within a workspace.
You can invite people to a workspace by email, right from the sidebar. This article covers sending an invite, what the invitee sees, and how to manage invites once they're sent. Not sure which role to give someone? Check out:
Sending an invite
- Open the workspace selector in the left sidebar and click Invite Members.
- Type an email address and press Enter or , to add it. Add as many as you like this way.
- Choose the role to give everyone you're inviting.
- Click Send invite.
Each person gets their own invitation, sent to the email address you entered.
Seat limits:If your workspace has reached its plan's member limit, the invite button is disabled until you upgrade or free up a seat.
What the invitee experiences
The invite arrives as an email with a link. What happens next depends on whether they're already signed in:
Already signed in
Joins automatically
The invitation is accepted automatically and they're taken straight into Dashbreeze.
Not signed in yet
Sign in, then respond
They're sent to log in or create an account first. Once signed in, any pending invitations sent to their email show up as cards they can Accept or Decline, along with the workspace's name and who invited them.
Invitations expire after 48 hours:If an invite isn't accepted in time, resend it from the Invites tab to give the person a new link and expiration.
Managing pending invites
- Open the workspace selector and select Settings.
- Go to the Invites tab.
You'll see every invite that's still pending, was rejected, or has expired, along with when it was sent and when it expires. From each invite's menu you can:
- Resend Invite — sends a fresh email with a new expiration, useful once an invite has expired or was rejected.
- Cancel Invite — available while an invite is still pending. Once canceled, that invite link stops working and a new invitation would be needed.