How to invite teammates to a space in Vaiz

Inviting your teammates to collaborate on a project in Vaiz is fast and simple. Once added, team members can contribute to tasks, leave comments, and help move work forward in real time.

Step 1: Open the Space

At the top of the left-hand sidebar, select the space you want to work in.

Step 2: Open the Team Page

From the top of the left-hand sidebar, open the space dropdown menu and select Team.

This will take you to the Members tab, where you can view, manage, and invite team members to your workspace.

Step 3: Invite Members

In the top-right corner of the Members tab, click the Invite button.

Note: Only users with the Manager or Owner role can invite new members. Users with lower roles won’t see the Invite button.

In the window that appears, enter the email addresses of the members you want to add in the Emails field.
You can enter one or several emails at once.

For each listed project, choose a role from the dropdown menu:

• Owner – full access to all workspace features and settings.
• Manager – can manage projects and members.
• Member – can view and edit content.
• Guest – limited access to shared items only.
• No Access – temporarily restrict access without removing the user.

Once ready, click Add members in the bottom-right corner.

To immediately manage permissions or roles for the new member, click Manage member in the window that appears.
If everything looks correct, click Dismiss to close the window and return to your workspace.

Note: Invited teammates will receive an email with a link to join the workspace or project.

Step 4: Adjust Member Roles (Optional)

After teammates accept their invitations, you can change their access roles at any time from the Members tab.

To update a role:

1. Find the member’s name in the list.
2. Use the dropdown menu under the Space Role column.
3. Select the appropriate role: Owner, Manager, Member, or Guest.

This is useful if a teammate’s responsibilities change or if you want to temporarily limit access.

Step 5: Organize Members into Groups (Optional)

To better manage your team, you can create groups based on departments, functions, or responsibilities.

Go to the Groups tab in the Team section (next to the Members tab).

If no groups exist yet, click Create Group in the center of the screen.

In the window that opens:

Enter a group name and optional description. Click Create Group.

Choose the default access role for the group and click Continue.

Add email addresses of members you want to include, then click Add members and Continue.

Note: You can skip adding members by clicking Skip and return to this step later.

Next, set access permissions for this group across each project in the space.
Use the dropdown in the Role column to assign the appropriate level of access.
When finished, click Continue.

Note: Group roles can be managed just like individual roles, and updates apply to all group members automatically.

To immediately manage permissions or roles for the new group, click Manage new Group.
If everything looks correct, click Dismiss to return to your workspace.

Conclusion

That’s it! You’ve successfully invited teammates to your workspace and project in Vaiz.

Using the Team section, you can:

• Invite new collaborators.
• Assign and update roles.
• Create groups for better structure.
• Manage access at any time.

Collaboration in Vaiz is designed to be flexible and scalable. Whether you're working with a small team or an entire department, you’re in full control of how and with whom you collaborate.

Need help with permission levels or advanced member management? Check out related Help Center articles or reach out to support.