Invite and collaborate with members in Upbase

Upbase is built for team and client collaboration. To work with others, you’ll do two things:

1. Invite people to your workspace
2. Add them to the projects you want to collaborate on

Step 1: Invite members to your workspace

1. Click Settings in the left sidebar.
2. Select People.
3. Click Invite people.

In the invite modal:

• Enter one or more email addresses (separate multiple emails with commas).
• Choose a role for each person.
• Select the projects you want to add them to (optional).

Roles explained

Admin

• Can access workspace settings
• Can invite or remove members and change roles
• Can permanently delete items in Trash
• Can delete any user’s items, including comments

Member

• Regular users with limited permissions
• Can access project settings
• Cannot access workspace settings

Related article:  Workspace settings - People and Permissions

Project access during invite

When inviting someone, you can choose which projects they can access.

• If you select No project, they won’t have access to any existing projects.
• You can always add them to projects later.

Step 2: Add members to a project

If you didn’t share projects during the invite—or want to add members later—you’ll need to add them to each project manually.

To add members to a project:

1. Open the project.
2. Click the project name in the top bar.
3. Select People and permissions.

4. Click Add members.
5. Choose the members you want to add.

That’s it! Once added, you can collaborate together inside the project.