Casa UniversityOpen platform

Team and workspace

Understand project and workspace access

Choose the scope and role before inviting a collaborator.

Video walkthrough0:38
Read the transcript

Open Share inside a project to manage access to that project. Check the dialog title before entering an address. The default invitation role here is Only View. Only View gives read access. Can Edit allows changes within the selected scope. Check the recipient, scope and role before sending. This walkthrough inspects the controls without sending an invitation. Share from the workspace applies at workspace scope. Use project access when someone only needs one project. After sending a real invitation, check acceptance using the intended account; that step was not exercised in this demo.

WHERE TO GOProject or workspace → Share

Before you start

  • Owner access for the intended sharing scope.

Step by step

  1. 1

    Choose the scope

    Check the sharing dialog title. Workspace access and access to one project have different scopes.

  2. 2

    Choose the role

    ONLY VIEW gives read access; CAN EDIT allows editing within the granted scope. Review the address, scope, and role before sending an invitation.

  3. 3

    Verify acceptance

    PENDING... means the invite is not accepted. The recipient must sign in with the invited email address.

  4. 4

    Manage inherited access correctly

    Workspace-managed roles may be disabled in project sharing. Ask the workspace owner to review those permissions at workspace level.

Check the result

The intended collaborator has accepted the invitation using the intended account and role.

Keep exploring

Reviewed 2026-11-01