Invite teammates and manage roles

How workspace access, roles, and member status work in Reia.

Written By Reia

Last updated 2 minutes ago

Use Settings, then Members, to invite teammates and manage workspace roles.

Invite a teammate

  1. Open Members.
  2. Select Invite member.
  3. Enter the teammate's email address.
  4. Select a role.
  5. Select Invite.

Roles and status

Reia shows four workspace roles. Owners have full workspace control. Admins manage settings and members. Members work in the workspace. Guests only see shared deals.

Member status helps you understand access. Active means the teammate has signed in. Pending means the invite has not been accepted yet. Unknown means status is unavailable.

Manage members

Use Search to find a member by name, email, or user ID. Use Filters to narrow the list by role or status.

You can update roles, cancel pending invites, or remove members from the Members page.

Workspace membership does not make every deal visible. Deals stay private until live access is granted. Use Guest when someone should enter only the deals that have been shared with them.