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

# Adding members and inviting users

> Invite people to your organization or add them to a specific workspace — by org search, email invite, or shareable invite link.

People join Playlab through two paths. An **org-level invitation** adds someone to your organization itself — use it for co-admins, Learning Partners, and members you'll assign to workspaces later. A **workspace invitation** places someone in a specific class or team. Pick the path that matches what you're trying to do.

## Invite users to your organization

This path adds people to the organization itself, before placing them in any specific workspace. Use it for co-admins, Learning Partners, and members who'll be assigned to workspaces later.

<Frame caption="Walkthrough: inviting users to your organization.">
  <iframe src="https://drive.google.com/file/d/1AloASI5XEvrZPJF42vI4UJ5i_Hdjks7v/preview" frameborder="0" allow="autoplay" allowfullscreen="" style={{ width: "100%", maxWidth: "720px", aspectRatio: "16 / 9", margin: "1.5rem auto", display: "block" }} />
</Frame>

<Steps>
  <Step title="Go to the org Members tab" icon="users">
    From the org dashboard, click **Members**. You see current org members along with the **Add Members** and **Create Invite Link** buttons.
  </Step>

  <Step title="Click Add Members or Create Invite Link" icon="user-plus">
    **Add Members** sends direct email invitations. **Create Invite Link** generates a shareable link anyone can use to join.
  </Step>

  <Step title="Set the permission" icon="user-check">
    Pick the role new members should have at the org level. Most start as Viewers; coaches or co-leads might be Owners.
  </Step>

  <Step title="Send or share" icon="send">
    For **Add Members**, paste the email list and click **Add Members**. For **Create Invite Link**, copy the link and share it through email or your communication channel.
  </Step>
</Steps>

<Note>
  **Pre-assign workspaces and groups.** When you set up an organization invitation, you can choose the **workspaces** and **groups** each new member should join. They're placed in those spaces automatically on their first sign-in — no separate workspace invite to send afterward.
</Note>

For org-level role assignments, see [Org permissions and roles](/features/Org%20Permissions%20and%20Roles).

## Add members to a workspace

Workspaces hold members and apps. There are three ways to add a member to one: search and add someone who is already in your organization, paste a list of emails to send invites, or share an invite link.

<Frame caption="Walkthrough: the three ways to add members to a workspace.">
  <iframe src="https://drive.google.com/file/d/1Wqfr0bKjVJdw2t0HFCMPXUYtlb8P2W4o/preview" frameborder="0" allow="autoplay" allowfullscreen="" style={{ width: "100%", maxWidth: "720px", aspectRatio: "16 / 9", margin: "1.5rem auto", display: "block" }} />
</Frame>

<Note>
  **Permissions matter**

  Roles you assign on invitation control what members can do in the workspace. Choose carefully. You can change roles later right in the **Members** list — every member is shown together, and the role picker is inline on each row.
</Note>

<Tabs>
  <Tab title="Invite link">
    Playlab generates a link you can share through email, Slack, or a class document. Anyone who clicks the link joins the workspace at the permission level you set. Best for class rosters where you want students to self-serve.

    <Frame caption="The Create Invite Link dialog with the permission selector and Copy Link button.">
      <img src="https://mintcdn.com/playlabai/N_qf0YRGPeXGUWqu/images/v2/invitelink.png?fit=max&auto=format&n=N_qf0YRGPeXGUWqu&q=85&s=3d87458f86cbdbe33aed7a3bcce04526" alt="A workspace Create Invite Link dialog with a permission selector and a Copy Link button." width="500" className="mx-auto" data-path="images/v2/invitelink.png" />
    </Frame>

    <Steps>
      <Step title="Open the workspace and go to Members" icon="users">
        The Members tab lists current members and shows the **Add Members** and **Create Invite Link** buttons.
      </Step>

      <Step title="Click Create Invite Link" icon="link">
        A dialog opens with the permission selector and a Copy Link button.
      </Step>

      <Step title="Pick the permission for the link" icon="user-check">
        Anyone who joins through the link gets this permission.
      </Step>

      <Step title="Click Create & Copy Link" icon="copy">
        The link is generated and copied to your clipboard.
      </Step>

      <Step title="Share the link" icon="share">
        Send it through email, Slack, or paste it into a class document. Each person who clicks it joins the workspace.
      </Step>
    </Steps>

    You can revoke an invite link at any time from the Members tab. Revoking does not affect people who have already joined; it only stops new joiners from using the link.
  </Tab>

  <Tab title="Org search">
    Type a name to find people already in your org and add them directly. No email goes out. Best for adding co-teachers, instructional coaches, or any colleague who already has a Playlab account in your org.

    <Frame caption="The Add Members dialog with org search active.">
      <img src="https://mintcdn.com/playlabai/LAnMv7XIv6fYKHyM/images/v2/searchorg.png?fit=max&auto=format&n=LAnMv7XIv6fYKHyM&q=85&s=38a9dc88dfe6099c5d129e8577e8178a" alt="A workspace Add Members dialog with a search input and a list of matching org members." width="500" className="mx-auto" data-path="images/v2/searchorg.png" />
    </Frame>

    <Steps>
      <Step title="Open the workspace and go to Members" icon="users">
        Same Members tab as the other methods.
      </Step>

      <Step title="Click Add Members" icon="user-plus">
        A dialog opens with the org-search tab active by default.
      </Step>

      <Step title="Search by name or email" icon="search">
        Start typing. Matching org members appear in the list. Select the people you want to add.
      </Step>

      <Step title="Pick the permission" icon="user-check">
        Choose **Participant** for most people, or **Facilitator** for co-teachers and admin support.
      </Step>

      <Step title="Click Add" icon="check">
        The selected members land in the workspace right away. They get an in-app notification — no email is sent.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Email invites">
    Type or paste a list of emails, set the permission, and Playlab sends each one an invite. Best when you have a known list outside your org and want a record of who you invited.

    <Frame caption="The email-invite tab with a list of emails pasted in.">
      <img src="https://mintcdn.com/playlabai/N_qf0YRGPeXGUWqu/images/v2/pasteemails.png?fit=max&auto=format&n=N_qf0YRGPeXGUWqu&q=85&s=3d82e6756573851ce46ccb244aef86aa" alt="A workspace Add Members dialog with an email-invite input populated with multiple addresses and a permission selector." width="500" className="mx-auto" data-path="images/v2/pasteemails.png" />
    </Frame>

    <Steps>
      <Step title="Open the workspace and go to Members" icon="users">
        Same Members tab as the other methods.
      </Step>

      <Step title="Click Add Members" icon="user-plus">
        In the Add Members dialog, switch to the email-invite tab.
      </Step>

      <Step title="Add emails" icon="mail">
        Type or paste a list of emails. Playlab parses comma-separated and newline-separated lists.
      </Step>

      <Step title="Pick the permission" icon="user-check">
        Choose **Participant** for most people, or **Facilitator** for co-teachers and admin support.
      </Step>

      <Step title="Click Send Invites" icon="send">
        Each invitee gets an email. They click through, create or sign in to their account, and join the workspace.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Workspace roles

A workspace has three roles you can assign:

**Owner.** The workspace creator by default. Can do everything a Facilitator can, plus delete the workspace. Ownership can be transferred, and a workspace can have more than one Owner.

**Facilitator.** Can manage participants and apps, view and export activity and insights, and review moderated content — everything an Owner can do except delete the workspace. Best for co-teachers and admin support.

**Participant.** The default role for invited people. Can use the apps shared in the workspace and (depending on building permissions) may be able to build their own. See [Workspace building permissions](/getstarted/Workspace%20Building%20Permissions).

For the full role-to-permission matrix, see [Workspace roles and permissions](/features/Workspace%20Roles%20and%20Permissions). For org-level roles that span workspaces, see [Org permissions and roles](/features/Org%20Permissions%20and%20Roles).

## Choosing the right method

| Situation                            | Method                                      |
| ------------------------------------ | ------------------------------------------- |
| Adding a co-lead to the org          | Org-level invitation, role Owner            |
| Adding a Learning Partner to the org | Org-level invitation, role Member or Viewer |
| Adding a class roster                | Workspace invitation, email or invite link  |
| Adding a co-teacher to a workspace   | Workspace invitation, role Facilitator      |
| Running an after-school club         | Workspace invitation, invite link           |
| Adding a guest observer              | Workspace invitation, role Participant      |

## Best practices

**Choose the right scope.** Invite at the **org level** when someone needs access that spans workspaces — co-admins, Learning Partners, or members you'll assign to multiple classes later. Invite at the **workspace level** when someone only needs a specific class or team; it keeps activity and visibility scoped to that one workspace.

**Pick the workspace method that fits.** Use **org search** for a colleague who already has an account in your org — it's instant and skips the email round-trip. Use **email invites** for a class roster from a student information system. Use the **invite link** for after-school or club settings where attendance is fluid.

**Set the default permission low.** It's easier to upgrade a Participant to a Facilitator than to walk back excessive access. Set invite links to Participant; invite anyone who needs Facilitator access directly with that role.

**Revisit roles each term.** Coaches who were active last year may not need access this year. Document who has Owner access to your org, and review it twice a year to catch stale assignments.

## Key points

<Info>
  * Two scopes: invite someone to the whole **organization**, or add them to a specific **workspace**
  * Each scope supports direct email invites and shareable invite links
  * Roles set on invitation control what people can do; change them anytime
</Info>

## FAQ

<AccordionGroup>
  <Accordion title="What if I don't have a list of recipients yet?">
    Use **Create Invite Link**. Set the permission to Member and share the link. People join as they sign up.
  </Accordion>

  <Accordion title="What if I add an email that doesn't have a Playlab account?">
    The invite still goes out. The recipient creates an account when they click the invite, then lands in the workspace.
  </Accordion>

  <Accordion title="Can I add the same person to multiple workspaces?">
    Yes. Each workspace tracks its own membership. The same person can be a Participant in one workspace and a Facilitator in another.
  </Accordion>

  <Accordion title="How do I remove a member?">
    Open the Members tab, find the person, and click Remove. They lose access immediately. Their conversation history stays in the workspace's activity log.
  </Accordion>

  <Accordion title="What if I need to remove a lot of members at once?">
    From the Members tab, select multiple members with checkboxes and click Remove. Useful for end-of-semester cleanups.
  </Accordion>

  <Accordion title="Can I see how each member joined, or when they last signed in?">
    Yes. The Members tab shows how each person was added (org search, email invite, or invite link) and the last-active date next to each member.
  </Accordion>

  <Accordion title="What if I revoke a link by accident?">
    Generate a new one. The new link works the same way. People who joined through the old link keep their access.
  </Accordion>

  <Accordion title="Can members invite other members?">
    Only if their workspace permissions include "share apps outside the workspace" and your org allows it. By default, members cannot invite others. See [Workspace building permissions](/getstarted/Workspace%20Building%20Permissions).
  </Accordion>

  <Accordion title="How do roles cascade between org and workspace?">
    Org-level Owner status grants visibility into every workspace. A workspace role (Owner, Facilitator, or Participant) applies only inside that workspace. The two are independent — a workspace Owner is not automatically an organization Owner.
  </Accordion>

  <Accordion title="What happens to a member's apps if they leave?">
    The apps stay with their original owner. Removing a person from a workspace doesn't transfer or delete what they built. Removing someone from the org removes them from all its workspaces; their apps and activity stay in place for the app's owner or an organization Owner.
  </Accordion>

  <Accordion title="What if a user forgets their password?">
    For SSO orgs, users reset through their identity provider (Google, Microsoft, Clever). For email accounts, the sign-in screen has a Forgot Password link.
  </Accordion>

  <Accordion title="Can a user belong to multiple orgs at once?">
    Yes. A Playlab account can be invited into more than one organization. Each org controls what they see when they're inside it.
  </Accordion>

  <Accordion title="Is there a maximum number of users per org?">
    Partner orgs have generous limits. Most schools and districts don't hit them. If you do, your Learning Partner can request more.
  </Accordion>
</AccordionGroup>

***

Last updated: 06-26-2026

Contact us at [support@playlab.ai](mailto:support@playlab.ai)
