https://connie.ai/<workspace-id>/settings?tab=members
Roles
What each role can do
Invite people
There are two ways in: a shareable invite link, or an email invite.Share the invite link
1
Open Members
Go to Settings → Members.
2
Copy the link
In the Invite link card (“Share this link with teammates to invite them to the workspace.”), click Copy link.
3
Send it to your teammate
They open it and click Join Workspace (or Create Account & Join if they’re signed out).
- The link never expires and always joins people as Member.
- There’s no button to reset or turn off the link, so only share it with people you trust.
- The link does not get a brand-new Connie account past the waitlist. For someone who hasn’t used Connie before, send an email invite instead.
Invite by email
1
Open the invite dialog
In Settings → Members, click Invite members.
2
Add email addresses
Type an email and press Enter or Space to add it. Add as many as you like.
3
Send
Click Send invite (or Send N invites). You’ll see “Invitation sent to …” or “Invitations sent to N people”.
- The person already has a Connie account: they’re added to the workspace immediately as a Member. They still get an email.
- The person is new to Connie: they get an email, “You’ve been invited to join [workspace] on Connie”. The invite expires after 7 days, and they get a reminder about a day before it expires. Accepting it also approves their account, so they skip the waitlist.
- Everyone is invited as Member. To make someone an admin, change their role after they join.
Manage pending invitations
When there are open invitations or join requests, tabs appear above the member list: Members, Requests and Pending. On Pending, each row shows “Invited by X · Expires in N days”. Click ⋯ on a row:- Resend — sends the email again and resets the expiry to 7 days.
- Revoke — cancels the invitation.
Accept an invitation
Open the link in the invitation email. You’ll see “You’re invited to join as Member” with who invited you and when it expires. Click Accept Invitation (or Create Account & Accept if you don’t have an account yet). The email address you sign in with must match the one that was invited.Approve requests to join
If someone opens a link to your workspace without being a member, they see “Access restricted” and can click Request permission. The workspace owner gets an email and an in-app notification.1
Open the Requests tab
Go to Settings → Members → Requests (the notification links straight there:
https://connie.ai/<workspace-id>/settings?tab=members&requests=true).2
Pick a role
Choose Admin, Member or Guest for the person.
3
Approve or decline
Click Approve (“Request approved — added as …”) or Decline (“Request declined”).
Change someone’s role
In Settings → Members, click ⋯ on the person’s row → Set as admin.Set as admin is the only role change in the app. You can’t turn an admin back into a member, make someone a guest, or transfer ownership from Settings. To demote someone, remove them and invite them again (they’ll rejoin as Member). For ownership changes, email support@connie.ai.
Remove someone
1
Find the person
In Settings → Members, click ⋯ on their row → Remove user.
2
Confirm
Click Remove in “Remove [name] from this workspace?”. This can’t be undone.
Work in more than one workspace
- Switch: click the account chip at the bottom of the left sidebar → Switch workspace → pick one. Connie keeps you on the same section (for example Records) in the new workspace.
- Create: Switch workspace → + Add new workspace. A setup card asks for a name, picture and how you’ll use Connie. There’s no limit on how many workspaces you can create.
- Each workspace has its own plan, credits, members and data. Credits can’t be moved between workspaces.
Delete a workspace
Only owners can do this. Admins don’t see the option.1
Open General settings
Go to Settings → General ·
https://connie.ai/<workspace-id>/settings?tab=general.2
Start the deletion
In the Delete workspace card, click Delete workspace.
3
Confirm
Type the workspace name exactly as shown, then click Delete workspace.
- Everyone loses access immediately. All scheduled automations are paused and running ones are cancelled. The workspace’s API keys stop working.
- A paid plan or trial is cancelled immediately. Nothing is refunded for the rest of the billing period.
- All data — workflows, objects and records, knowledge bases and files, connected accounts, invitations, settings — is permanently deleted 7 days later. The confirmation screen shows the exact date.
Good to know
- No seat limits or seat charges. Add as many people as you like on any plan.
- Leaving a workspace isn’t supported. Ask an owner or admin to remove you.
- The Members list shows each person’s Role, Joined date and Last seen.
- Invite members is visible to everyone, but only owners and admins can send invites.
- Removing someone from one workspace doesn’t affect their other workspaces or their Connie account.
Troubleshooting
There's no invite link, or 'Failed to generate invite link (403)'
There's no invite link, or 'Failed to generate invite link (403)'
Why: the link is created the first time an owner or admin opens Settings → Members. Fix: ask an owner or admin to open the Members page once.
'An invitation has already been sent to this email'
'An invitation has already been sent to this email'
Why: there’s already a pending invite. Fix: open the Pending tab → ⋯ → Resend.
'User is already a member of this workspace'
'User is already a member of this workspace'
Why: the person is already in the workspace. Fix: nothing to do — they can open it from Switch workspace.
The person I invited joined instantly without accepting
The person I invited joined instantly without accepting
Why: they already had a Connie account, so Connie adds them straight away. This is expected. Their invite email then says “You’re already a member”.
'This invitation was sent to a different email address'
'This invitation was sent to a different email address'
Why: you’re signed in with a different email from the one that was invited. Fix: click Switch Account and Accept and sign in with the invited email, or ask for a new invite to your current email.
'This invitation has expired'
'This invitation has expired'
Why: email invites last 7 days. Fix: ask an owner or admin to Resend it from the Pending tab.
'Access restricted' when I open a workspace link
'Access restricted' when I open a workspace link
Why: you’re not a member of that workspace. Fix: click Request permission. The screen says you’ll get an email, but today an approval shows as an “Access granted” notification in the bell and the workspace appears under Switch workspace. A declined request sends nothing, so if you hear nothing, ask the owner directly.
I can't find Leave workspace
I can't find Leave workspace
Why: you can’t remove yourself. Fix: ask an owner or admin to remove you.
I can't make an admin a member again, or transfer ownership
I can't make an admin a member again, or transfer ownership
Why: the app only offers Set as admin and Remove user. Fix: remove the person and invite them again to make them a member. For ownership changes, email support@connie.ai.
After deleting my only workspace, Connie created 'My Workspace'
After deleting my only workspace, Connie created 'My Workspace'
Why: you always need at least one workspace, so Connie creates a new, empty one when you have none. This is expected.
Related
- Workspace settings — every Settings tab
- Sign up and sign in — the waitlist and sign-in methods
- Credits — the shared credit balance and what members see when it runs out
- Manage your subscription — plan changes and cancelling
- Navigating Connie — workspace IDs and switching