Collaboration is one of Coda’s strong suits. Not only can you add people to your individual docs, you can also invite them to your Coda workspace. Whether it’s your entire company, your family, or your friends, we recommend adding anyone to your workspace who you’ll be collaborating with regularly in Coda.
Within this article you’ll find...
Invite people to your workspace
When you add people to a workspace, they become members. You decide what they can and can't do based on their role (see Roles in Coda: Doc Makers, Admins, and Editors for more info).
To add someone to a workspace, first navigate to coda.io/workspaces, then click on the workspace name in the left panel. Select the Members tab below the workspace name, then look for the Invite button in the upper right corner.
You can then enter names or emails to search your contacts. Once you’ve selected the invitee, choose which role this new member should have. If you want them to be able to create and build new docs, you can make them a Doc Maker. If you just want them to be able to join in on existing docs, make them an editor.
Before you invite them, choose whether to notify them of the invite. If you do opt to notify them, you can enter a brief message for them into the field below.
Once that’s all done, just hit Invite. This will instantly add them to your workspace. Hooray!
Manage existing members
For all Coda workspaces, you can view a full list of workspace members in the Members tab under your workspace name. Here you can search members and see their existing roles. Any member of the workspace can access this panel.
For workspace admins in paid workspaces (Pro, Team, and Enterprise), you can do even more in the Members tab within the Workspace settings. Here you can change roles, approve Doc Makers, and copy email addresses. To find this section, just go to coda.io/docs, click on the workspace name on the left hand panel, and select Workspace settings beneath it. Then, within Workspace settings, you should see the Members tab.
Filter and select
View current and past members by role and status using the dropdown: you can select from Current, Removed, and Offboarded. You can also search the list of members by name and email using the search bar. When you select multiple members using the checkboxes on the left, you will be able to edit and export the selected list of users.
View and approve Doc Makers
For members that have requested to become Doc Makers, Decline and Approve buttons will appear under the Workspace role column, along with how long until the request is auto-approved. Learn to customize how your workspace members become Doc Makers by checking out this article.
Access member information
Next to each member's name, the date that they joined the workspace is available in the Joined on column.
Enterprise only: Additional member information
Workspace admins of Enterprise workspaces will be able to see additional columns with information, including: the date the member was last active and the number of docs that they currently own. If you’re on a Free, Pro, or Team plan, you will not see this information.
How can I remove someone from my workspace?
If you’re a workspace admin wanting to remove someone from a specific workspace and reassign doc ownership, check out this article. If you’re an Enterprise org admin wanting to deactivate a members from all managed workspaces, head this way.
What’s a workspace admin?
A workspace admin is a specific type of Doc Maker in Coda. This role comes with elevated permissions that allow admins to adjust settings and make changes for the entire workspace. You can read more about the role here.
How can I control the addition of new Doc Makers in my workspace?
Check out this article to learn all about Doc Maker management and approval controls.