How to invite and manage team members

Invite teammates, choose their role and access, resend secure invitations, and manage accepted members.

Owners can invite teammates to work with cards and projects while keeping billing and account settings private.

Before you start

Open Teams.
Create a team if needed, or choose Manage on a team under Teams I manage.
Select Invite member.
Enter the teammate's exact sign-in email address.
Choose a role: Admin, Editor, or Viewer.
Choose All resources, Selected projects, or Selected cards. Add the required assignments, then send the invitation.

Sign in with the exact invited email address and review the invitation in Zapped.
If Accept and open and Decline are available, the address is already verified and the recipient can respond immediately.
If Verify email appears, select it, open the newest message, and choose Review secure invitation.
After Invitation verified appears, return to Zapped and accept or decline.

The membership is still pending.

The recipient must prove the current account email before responding in Zapped.

The secure link was checked for the signed-in recipient. This is a transition message, not a permanent membership status.

The membership is active and the recipient can choose Open workspace.

Open the member to change their role, scope, or assignments.
Removing an accepted member ends shared workspace access.
Billing, account preferences, API keys, purchases, team ownership, and member administration remain owner only.

The recipient can use Verify email in Zapped. Use Resend invite if the secure link is no longer current, then ask the recipient to use the newest message.
If the address is wrong, remove the pending invitation and create a new one for the correct address.
Owners and support cannot accept an invitation for another person.

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