What team setup controls
- who belongs to the workspace
- which members can request introductions
- whether intro approval is required
- which members have admin access
- whether pending invites still need follow-up
Roles
| Role | Typical access |
|---|---|
| Admin | Manage members, settings, and intro approval rules. |
| Member | Contribute relationship context and request introductions according to policy. |
| View only | Inspect approved workspace context without making changes. |
Invite workflow
- Open Setup Network.
- Select Invite Team.
- Copy an invite link or invite members directly.
- Confirm default access and intro approval rules.
- Review pending invites until they are accepted or revoked.
Approval rules
Use stricter approval when teammates can request intros through relationships they do not personally own. Use lighter approval only when the team has a clear trust policy and strong operating norms.Good team hygiene
- remove inactive members
- keep admins limited
- review pending invites
- document who approves intros
- audit workspace settings after team changes