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Getting started

Invite your team

Invite teammates, assign roles, and understand workspace access on Layr.

Workspace owners and workspace admins manage teammates from the Team page in the Layr app. This is how you grow a workspace after you create it.

Inviting people vs. connecting tools

Inviting teammates adds people to your workspace. Connecting tools brings in evidence from Slack, Jira, and more — a separate step covered in the Integrations section.

Who can invite

Only Owner and Workspace admin roles can open the Team page and send invites. Other roles can accept invitations but cannot manage membership.

Send an invite

  1. Open Team from the workspace navigation.
  2. Select Invite teammate.
  3. Enter the teammate's email address.
  4. Choose a role and review the permissions preview (setup, billing, invites, review, read).
  5. Select Create invite.

Layr emails a secure join link. You can also copy the link or six-character invite code from the invite panel and share it directly.

If your plan's included seats are full, Layr asks you to confirm before adding a billable seat.

Joining the workspace

The invited person must sign in or create an account using the same email address as the invite. They can join from the email link or enter the six-character code at Join workspace.

Roles at a glance

RoleTypical use
Workspace adminManage integrations, billing, team, and settings
Product managerCurate opportunities, review evidence, draft specs
Project managerRun product workflow and planning
Engineering leadRead product context and specs
EngineerRead opportunities, specs, and source-backed context
ViewerRead-only access; does not use a billable seat

For the full permission matrix, open Settings → Roles and permissions in your workspace, or see Permissions and access in these docs.

Manage existing members

The People list shows everyone in the workspace and pending invites (without duplicating people who already joined).

  • Select a row to change a member's role, remove them, or copy details for a pending invite.
  • Owners can transfer workspace ownership to an active workspace admin from the member detail panel.

Seat billing

The Team page shows how many billable seats are in use versus your plan's included seats. Open Billing for plan details and invoices.

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