Step 5 · 3 min read

Collaborate

Workspace settings, plan limits, members, and pending invitations are all on iOS — under Settings → Team. The role model is identical to web (Lead ≥ Contributor ≥ Viewer, with Owner/Admin bypass), and changes propagate to web in real time.

About 3 minutes

At a glance

Four things on one screen.

Workspace

Which workspace you're currently in, with a tap-to-switch picker.

Plan & usage

Plan tier (Pilot during the beta), projects used, members used.

Members

Everyone in the workspace with their role and last-active timestamp.

Invitations

Pending invites to other workspaces — accept or decline from here.

Settings → Team

The collaboration surface.

Workspace

The top of the screen shows your active workspace. Tapping it opens a picker if you belong to more than one (consultancies, accepted shares). Switching workspace updates every other tab — Overview, Projects, Toolkit, Shadowing all re-scope.

Plan & usage

During the pilot you'll see PLAN: PILOT with Projects 1/∞, Members per project: Unlimited, and Workspace members: N. A note clarifies pilot mode — plan limits are advisory, not enforced.

Members

Every workspace member is listed with name + email + role pill (Owner, Admin, Member) and a last-active timestamp. Tap a row to change role; the last owner can't be demoted or removed (the row's pill is non-tappable).

Pending for me

The Invitations section shows any invites you've received from other workspaces. Tap to accept (you join the workspace and gain access to the project), decline, or hold for later.

Inviting people

From a project, or from the workspace.

From inside a project

Open the project, scroll to the Team section, tap Members → + Share. Pick a role (Lead / Contributor / Viewer), add emails, send. The invitee gets a deep link email; tapping it on iPhone opens the iOS app straight to the project.

From the workspace

Owners and admins can invite people to the workspace from Settings → Team → Members → Invite. Workspace members show up in the project-invite autocomplete, so it's faster than emailing them individually for every project.