Last updated: 2026-09-21 · 3 min read

Manage Room members

Who can enter a Room and what they can do is managed from "Members" in the left menu. Invites and role changes happen only here.

Room members screen

Invite a member

Open "Members" in the Room left menu
Click "+ Invite"
In the "Add member" dialog, choose "Internal members" or "External invite"
For internal members, search by name or email and click "Add". For external members, enter an email address and click "Invite"

Only internal Room owners can manage members. The member screen is not shown to external members.

Use "Link invite" on the same screen to create a share link when you do not have an email address. See Sharing a Room.

The list can be filtered with All / Internal / External / Invited. If a segment has no people, the screen shows that there are no members in that segment.

Permission levels

For internal members

Permission	View pages	Internal-only pages	Edit pages	File actions	Member management	Room settings
Owner	Yes	Yes	Yes	All allowed	Yes	Yes
Editor	Yes	Yes	Yes	All allowed	No	No

For external members (customers)

Permission	View pages	Internal-only pages	Edit pages	File actions	Member management	Room settings
Editor	Yes	No	Depends on page settings	Own files only	No	No
Viewer	Yes	No	No	View only	No	No

External members cannot be granted Room owner permission. Room owners are limited to internal members.

You can set page editing permissions for external members on a per-page basis. For details, see Managing content permissions.

Change a permission

Open the role control for the person in the member list
Choose Owner / Editor / Viewer
The change takes effect immediately

If someone requested access, "Approve" or "Reject" is shown.

Remove a member

Click "Remove" for the person
Confirm with Don't or Remove. Focus starts on Don't

If you want to remove a Room owner, first promote another internal member to owner. A Room must have at least one owner.