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# Invite your team to Mammoth and choose their roles

> Invite people to a Mammoth workspace, pick the right workspace or project role for each person, make someone an Owner, and fix missing invitations.
>
> Applies to: Roles: Workspace Owner. Where: Workspace Settings › User Management › Invite Users

A Workspace Owner invites people from **Workspace Settings** > **User Management** > **Invite Users**, and can add them to projects in the same step. Assigning the right role at the start prevents permission problems later.

## Send workspace invitations

You need to be a Workspace Owner.

1. In **User Management**, click **Invite Users**.
2. Enter the email addresses. Separate several with commas, semicolons or spaces, or put each on its own line.
3. Optionally tick **Assign to Projects** and pick the projects the invited users should join.
4. Click **Invite**.

![Invite users to workspace dialog with an email address box, an Invite button, an Assign to Projects checkbox, and an Existing workspace users list](https://mammoth.io/docs/images/20261009_101002_InviteUsersModal.webp)

Invited users create their Mammoth accounts from the email invitation.

### Which role to give each person

| Role | Give it to |
| --- | --- |
| **Workspace Member** | Most team members. The default and safest start: they see data only in projects they're added to |
| **Project Admin** | Department heads or team leads who manage a project and add people to it |
| **Project Editor** | Analysts and business users who work with data but don't manage access |
| **Project Viewer** | People who only look at Data Library items, read-only. To share only dashboards, share the dashboard instead |
| **Workspace Owner** | The person who created the workspace, plus anyone you promote. A workspace can have several Owners |

Start everyone as **Workspace Member** and give project roles once projects exist, so nobody sees data before project boundaries are set. To make someone an Owner:

1. Click their row in **User Management**.
2. Click their workspace role at the top of the side panel.
3. Choose **Workspace Owner**.
4. Confirm with **Make owner**.

See [Members, roles and custom roles](https://mammoth.io/docs/learn/workspace/members-and-roles/).

## Troubleshooting invitations

| Symptom | Cause | Fix |
| --- | --- | --- |
| A user didn't receive the invitation email | Spam filtering, a typo, or corporate email filtering | Check their spam folder and the address spelling. Resend with **Reinvite** in the user table or the **Invite users to workspace** dialog. Ask IT if corporate filtering blocks external invitations |
| A team member can't open a project | Not invited, not activated, or no project access | Check they were invited to the workspace and clicked the invitation link to activate their account, then check their project access |

## Related

- [Set up your workspace](https://mammoth.io/docs/learn/start/set-up-your-workspace/): the other setup steps.
- [Set up projects](https://mammoth.io/docs/learn/start/set-up-projects/): create the projects you give people roles in.
- [Members, roles and custom roles](https://mammoth.io/docs/learn/workspace/members-and-roles/): every permission in one matrix.

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Source: https://mammoth.io/docs/learn/start/invite-your-team.md · Updated: 2026-11-08