Invite teammates and join a workspace

Before you begin

This walkthrough covers two people: a workspace admin who creates the invitation, and a teammate who joins. Invitations and multiple members require a Team workspace.

• The workspace needs an available paid seat.
• The administrator must have the workspace permission to invite members.
• The teammate needs an Org Loom account before the membership can be completed.

An invitation can be shared as a link or a short code. It expires after one week and can be used once. Joining another workspace does not replace the teammate's personal workspace or move their Salesforce connections.

Joining does not automatically share every canvas. Workspace membership provides access to workspace features and governance. Canvas owners still decide which saved canvases to share.

The process

1. An admin opens the Team workspace settings.
2. The admin generates and shares an invite link or code.
3. The teammate signs in and redeems the invitation.
4. If approval is required, an admin approves the join request.
5. The admin reviews the new member's role and permissions.

Step 1: Generate an invitation

From the canvas, select the workspace button in the upper-right and choose Settings for [workspace name]. Open the Workspace tab, then find Invitations.

Choose Generate invite code. Org Loom displays an Invite link and the corresponding short code. Use Copy link for the easiest handoff, or Copy code when the teammate will enter it manually.

Open invitations remain listed with their creation and expiration dates. Choose Revoke if an invitation was sent to the wrong person or is no longer needed. A revoked, used, or expired invitation cannot be redeemed.

Invitations reserve capacity. The workspace cannot create another invitation when members and open invitations use all paid seats. Revoke an unused invitation, remove an unneeded member, or add a seat from Billing before trying again.

Step 2: Redeem the invitation

The teammate can follow the invite link and sign in when prompted. To use the code manually, sign in to Org Loom, select the workspace button on the canvas, and open the settings for the active workspace. On Account, find Join workspace, paste the code, and choose Join.

When the invitation is accepted immediately, Org Loom switches to the new Team workspace and confirms that the teammate joined. Their other workspaces remain available from the workspace switcher.

Entering a code for a workspace the teammate already belongs to does not create a second membership. An invalid or unavailable code produces a message explaining that it cannot be used.

Step 3: Complete any required approval

If the workspace has Require approval to join workspace enabled, the teammate sees Request submitted. Waiting for an admin to approve instead of joining immediately.

An admin opens the Workspace tab and reviews Invitations → Pending join requests. The member is added only after approval.

Step 4: Review members and roles

Open Workspace → Members to see everyone in the active Team workspace. Workspace admins can change a person's role, manage their feature permissions, or remove them.

• Members can use features granted to them and view workspace settings.
• Admins can manage members, invitations, approvals, and workspace settings.
• The owner is responsible for the workspace and billing relationship. Ownership is separate from the admin role.

A live Team workspace must always have an administrator. The last admin cannot be demoted, removed, or leave until another member is promoted. Only the owner can transfer ownership, and the new owner must already be an admin.

Switch between workspaces

After joining, use the workspace button in the top strip to switch between the Team workspace and any other workspace you belong to. The active workspace determines the plan, member permissions, governance settings, usage, and Activity History used for the next action.

Joining does not delete or transfer any Salesforce connection you already use. The Team workspace's connection and approval policies apply when you connect or use an org in that workspace.

Leave or remove a membership

A non-owner member can choose Leave this workspace at the bottom of the Workspace tab. An admin can also remove a member from the Members list. Either action removes access to that workspace without deleting the person's Org Loom account, personal workspace, Salesforce data, or Salesforce connections.

The owner does not see Leave. The owner sees Delete workspace for a Team workspace and must type the workspace name to confirm. Deleting a workspace is a different, permanent operation that cancels its subscription and removes access to its workspace data. It never deletes Salesforce records.

See also

• Administering a workspace
• Sharing a canvas
• Moving from Pro to Team