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MillOSDocs
Workspace and Settings

Members and invites

Invite people and set roles.

Members lists everyone with access to your Workspace, with their Name, Email, Role and when they Joined.

The Members page

Roles

RoleWho it is for
OwnerThe person who runs the Workspace.
AdminPeople who manage members and settings.
EstimatorPeople who make estimates and decisions.
ViewerPeople who read the work.

Invite someone

Owners and admins see Invite member.

Choose Invite member.

Enter their Work email and choose their Role. Estimator is selected to start.

Choose Send invite.

Invites that are waiting appear under Pending invites, where you can Resend or Revoke them.

Manage a member

Owners and admins can change a member's role in the Role column, and open Member actions on a row.

  • Remove from workspace takes someone out of the Workspace. MillOS asks Remove member, and their access ends at once. Owners can remove anyone. Admins can remove anyone except an owner.
  • Transfer ownership is for owners. Choose another member, confirm, and they become the owner while you become an admin.

The menu on your own row has no actions.

Next steps

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