> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rocket.new/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace

> Invite members and assign roles at the Rocket.new workspace level.

export const LlmsDirective = () => <blockquote className="llms-directive">
    For the complete documentation index, see <a href="/llms.txt">llms.txt</a>.
    For a lightweight markdown version of this page, append .md to the URL.
  </blockquote>;

<LlmsDirective />

The workspace is the top level of Rocket's [three-level sharing model](/getting-started/collaboration/overview). Use this level for core team members who need broad access across your organization.

<Note>
  Workspace access is not dynamic. When you invite someone, they get access to the projects and tasks that exist at that moment. Any project or task created after the invitation is not automatically shared with them and requires a separate invitation at the [project](/getting-started/collaboration/project) or task level.
</Note>

## Steps

<Steps>
  <Step title="Open the workspace menu">
    Click your workspace name in the top-left of the sidebar.

    <Frame caption="Click your workspace name to open the menu">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/workspace-menu-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=1ee594a950b77f266f9fc5d43b5f32c3" alt="Rocket sidebar with the workspace name button highlighted." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/workspace-menu-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/workspace-menu-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=027b350fdd72403c12d7c98f43d8fbe0" alt="Rocket sidebar with the workspace name button highlighted." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/workspace-menu-dark.webp" />
    </Frame>
  </Step>

  <Step title="Click Invite members">
    In the dropdown, click **Invite members**. You can also reach this screen via **Settings → Members**.

    <Frame caption="Select Invite members from the workspace dropdown">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-members-dropdown-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=978d3a49b8fa6d01511377206d9bdb27" alt="Workspace dropdown menu with Invite members highlighted." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-members-dropdown-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-members-dropdown-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=c52e0acf83c1ed5a90a3c03821e77fb4" alt="Workspace dropdown menu with Invite members highlighted." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-members-dropdown-dark.webp" />
    </Frame>
  </Step>

  <Step title="Enter email and choose a role">
    Type one or more email addresses and choose a role for the invitee: **Editor** or **Viewer**. See [Roles and permissions](#roles-and-permissions) for details.

    <Frame caption="Enter an email address and select a role">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-email-role-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=b1a5518b3491395ab6ff7f5a52c41135" alt="Members settings panel with email input and role dropdown." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-email-role-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-email-role-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=a6b98a4a134c36b69da22068882be354" alt="Members settings panel with email input and role dropdown." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-email-role-dark.webp" />
    </Frame>
  </Step>

  <Step title="Choose project access scope">
    Before sending, decide how much of the workspace to share:

    * **Checkbox ticked:** the invitee gets access to all projects and tasks that currently exist in the workspace. Projects or tasks created after the invitation are not included and must be shared separately.
    * **Checkbox unticked:** the invitee joins the workspace with an empty view. They can create new projects and tasks but cannot see any existing ones. Existing and future projects must be shared with them at the [project](/getting-started/collaboration/project) or [task](/getting-started/collaboration/task) level.

    <Frame caption="The Grant access checkbox controls which existing projects the invitee can see">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-grant-access-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=55f3f475fea075fadc923f77391c87e5" alt="Members panel showing the Grant access to all projects checkbox and the Invite button." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-grant-access-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invite-grant-access-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=5ac3babe8a0787d80d0dc3d263cb7e29" alt="Members panel showing the Grant access to all projects checkbox and the Invite button." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/invite-grant-access-dark.webp" />
    </Frame>

    Click **Invite** when ready.
  </Step>

  <Step title="Set a credit limit">
    After sending the invitation, the invitee appears in the members list with a **Pending** badge. Every new member is automatically assigned a default credit limit of **100 credits per month**. Use the **Credit limit** dropdown on their row if you want to change this value.

    <Frame caption="The invited member appears as Pending with a credit limit dropdown">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/members-credit-limit-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=f131d2f6327d25f3d3f2c1616b2f34d7" alt="Members list showing the pending invitee with the credit limit dropdown highlighted." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/members-credit-limit-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/members-credit-limit-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=5979f56fa2dcc3323986b437727ddc65" alt="Members list showing the pending invitee with the credit limit dropdown highlighted." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/members-credit-limit-dark.webp" />
    </Frame>

    <Info>
      Credit limits apply at all collaboration levels: workspace, project, and task. You can set or update the limit at any time from **Settings → Members**.
    </Info>
  </Step>

  <Step title="Change the credit limit (optional)">
    If the default of 100 credits per month does not fit your needs, open the **Credit limit** dropdown on the member's row and choose a different value. Available options range from 0 to 700 or more. Setting the limit to **0** prevents the member from generating any output.

    <Frame caption="Select a different monthly credit cap from the dropdown">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/members-credit-limit-dropdown-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=046ff128eb8856b004aada8681b30072" alt="Credit limit dropdown open showing options from 0 to 700." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/members-credit-limit-dropdown-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/members-credit-limit-dropdown-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=454e381fa767fcb0d9b18e216f2120c9" alt="Credit limit dropdown open showing options from 0 to 700." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/members-credit-limit-dropdown-dark.webp" />
    </Frame>
  </Step>

  <Step title="Invitation sent">
    The member appears in the list as **Pending** until they accept. Once accepted, their status updates and they can access the workspace according to the role and scope you configured.

    <Frame caption="The member is listed as Pending until they accept the invitation">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/_FDa64HJHlX2l-eh/images/getting-started/collaboration/workspace/members-pending-light.png?fit=max&auto=format&n=_FDa64HJHlX2l-eh&q=85&s=953e9e4b97a6cdaa56dc8fb292b86fbc" alt="Members list with an Editor member in Pending state and credit limit set." className="theme-image light-image" width="1382" height="1030" data-path="images/getting-started/collaboration/workspace/members-pending-light.png" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/_FDa64HJHlX2l-eh/images/getting-started/collaboration/workspace/members-pending-dark.png?fit=max&auto=format&n=_FDa64HJHlX2l-eh&q=85&s=19f6f3c08ff814c250c8fcf511ba573b" alt="Members list with an Editor member in Pending state and credit limit set." className="theme-image dark-image" width="1382" height="1030" data-path="images/getting-started/collaboration/workspace/members-pending-dark.png" />
    </Frame>

    The invitee receives an email with a link to accept. You can also copy the invite link directly using the copy icon next to their name in the members list. When they accept, you will see a confirmation in the **Requests** tab of the [notification panel](/getting-started/account/notifications).

    <Frame caption="The Requests tab confirms when an invitation is accepted">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invitation-accept-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=4d822e16377537e485bf16789f1a53a7" alt="Notification panel Requests tab showing an accepted workspace invitation." className="theme-image light-image" width="1364" height="1606" data-path="images/getting-started/collaboration/workspace/invitation-accept-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/invitation-accept-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=2490b7f01441d83e3d8609e941f55557" alt="Notification panel Requests tab showing an accepted workspace invitation." className="theme-image dark-image" width="1364" height="1606" data-path="images/getting-started/collaboration/workspace/invitation-accept-dark.webp" />
    </Frame>
  </Step>
</Steps>

## Roles and permissions

Rocket uses two roles across all levels. The table below shows what each role can do at the workspace level.

| Permission                          | **Editor**                                                                     | **Viewer** |
| :---------------------------------- | :----------------------------------------------------------------------------- | :--------- |
| **View tasks and outputs**          | Yes                                                                            | Yes        |
| **Create new tasks**                | Yes                                                                            | No         |
| **Edit tasks (chat, iterate)**      | Yes                                                                            | No         |
| **Upload and manage files**         | Yes                                                                            | No         |
| **Connect and disconnect services** | Yes                                                                            | No         |
| **Invite members**                  | Yes (when [invite toggle](/getting-started/workspace/manage#steps) is enabled) | No         |
| **Change member roles**             | No                                                                             | No         |
| **Archive or delete projects**      | Yes                                                                            | No         |
| **Manage billing**                  | No                                                                             | No         |

<AccordionGroup>
  <Accordion title="Editor">
    Day-to-day collaborator. Editors can create tasks, iterate on existing work, upload files, connect services, and invite new members.
  </Accordion>

  <Accordion title="Viewer">
    Read-only access. Viewers can see all tasks and outputs but cannot create or edit anything. Ideal for stakeholders who need visibility without editing access.
  </Accordion>
</AccordionGroup>

<Info>
  Roles apply at each level independently. A workspace Editor can be given Viewer-only access on a specific project.
</Info>

## Revoke a pending invitation

If you need to cancel an invitation before the recipient accepts it, go to **Settings → Members** and find the member with the **Pending** badge.

<Steps>
  <Step title="Open the role dropdown on the pending row">
    Click the role dropdown (showing **Editor** or **Viewer**) on the pending member's row. This reveals additional actions for that invitation.

    <Frame caption="Click the role dropdown on the pending member's row">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/revoke-invite-dropdown-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=cea888cfd68dada32149d5889e40d73e" alt="Members panel with the role dropdown highlighted on a pending member row." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/revoke-invite-dropdown-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/revoke-invite-dropdown-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=9f5614ed4f75a6cff4d86fae1445feef" alt="Members panel with the role dropdown highlighted on a pending member row." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/revoke-invite-dropdown-dark.webp" />
    </Frame>
  </Step>

  <Step title="Click Revoke invite">
    Select **Revoke invite** from the dropdown. The pending row is removed immediately and the invitation link in the recipient's email becomes invalid.

    <Frame caption="Select Revoke invite to cancel the pending invitation">
      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/revoke-invite-confirm-light.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=c8ab3cc12226e4b3f2aa569a7ea43f78" alt="Members panel showing the Revoke invite option highlighted in the role dropdown." className="theme-image light-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/revoke-invite-confirm-light.webp" />

      <img src="https://mintcdn.com/dhiwisepvtltd-5e04e6a4/i6bUsUAuWNKraSP2/images/getting-started/collaboration/workspace/revoke-invite-confirm-dark.webp?fit=max&auto=format&n=i6bUsUAuWNKraSP2&q=85&s=e81f3707e860bc489ee00964e7821a8b" alt="Members panel showing the Revoke invite option highlighted in the role dropdown." className="theme-image dark-image" width="2880" height="1624" data-path="images/getting-started/collaboration/workspace/revoke-invite-confirm-dark.webp" />
    </Frame>
  </Step>
</Steps>

## Manage workspace members

To change a member's role, update their credit limit, or remove them, go to **Settings → Members**. Click the role dropdown on the member's row and select **Remove** to revoke their access entirely.

The members panel also shows the credit usage for every member, so you can see at a glance how many credits each person has consumed against their limit. New members are assigned a default limit of **100 credits per month**, which you can adjust at any time from this panel.

## Best practices

Invite core team members to the workspace, add collaborators to specific projects, and share individual tasks with external reviewers. Avoid defaulting to workspace-level invitations for everyone, since this grants broad visibility across all existing projects.

## What's next?

<CardGroup cols={2}>
  <Card title="Project collaboration" icon="folder-open" href="/getting-started/collaboration/project">
    Invite members to specific projects and collaborate on tasks.
  </Card>

  <Card title="Task collaboration" icon="bullseye-arrow" href="/getting-started/collaboration/task">
    Share individual tasks and control visibility.
  </Card>

  <Card title="Workspace overview" icon="building" href="/getting-started/workspace/overview">
    Manage your workspace settings, billing, and connectors.
  </Card>

  <Card title="Connectors" icon="plug" href="/getting-started/workspace/connectors">
    Connect external services at the workspace level.
  </Card>
</CardGroup>
