You can easy collaborate in Tape. Just add people to your organization and start working together. If you need to work with people who are not part of your team, you can invite them as guests. It's a simple way to share and work together on tasks!

CONTENTS OF THIS ARTICLE

Members, guests & admins

There are four ways users can interact with a Tape organization:

Organization owners: can change organization settings, delete the organization and invite new members
Organization admins: can change organization settings and invite new members, but can't delete the organization.
Members: cannot change organization settings or invite new members.
Guests: people outside your team to work on specific apps or records in Tape, without giving them access to the a workspace or entire organization.

Members

Adding members via email

Click on Settings at the top of your left sidebar
Go to Manage members
Click the black button Add members and typ the email address of the person you want to add, confirm with the enter key
Select from the dropdown whether you want to add the new member as a:
- Organization owners: can change organization settings, delete the organization and invite new members
- Organization admin: can change organization settings and invite new members, but can't delete the organization.
- Member: cannot change organization settings or invite new members.
The person you invited will receive an email with a link to sign in

Turn an organization member or admin into a organization owner

Click on Settings at the top of your left sidebar
Go to Manage members
Click the button Add members
Find the member you want to change
Click right of the person's name on the dropdown menu at the column "Access level.”
Select "Workspace owner" from the options.
Now that person has full control over the organization, including the ability to change organization settings, delete the organization and invite new members
If you want to reverse the access level and make an organization owner into an organization member or admin, just follow the same steps.

Share records or apps with members

For any record or app, you can choose which members can read, comment, edit, and share it.

Go to Share at the top. Click Invite.
Search for a member you want to share with.
Select the level of access you want to give them from the available choices:
- Full access: can edit and share with others
- Can share: can edit content and share with others, but can´t edit the structure
- Can edit: can edit content, but not share with others
- Can comment: can view and comment, but not edit
- Can view: cannot edit or share with others
- No access: remove their access to the record or app

💡 Note: We are currently working on introducing all this access levels for records.

Share a workspace with members

Workspaces are dedicated areas for teams in your organization. You can customize them for each team. Learn more about workspaces →

To share a workspace with people in your organization:

Hover over the workspace name in your left sidebar
Click the ••• button
Got to Workspace settings
Use the black Add members button to add members to the workspace
Select the level of access from the drop down:
- Workspace admin: full access to workspace content and can edit workspace settings
- Workspace member: access to workspace content but cannot edit workspace settings
Click Invite to share this workspace

💡 Note: If you want all the members of the organization to be added to the worksapce automatically, you can select "Default" option. It's important to note that once you make a workspace default, you can't undo it. If you change your mind later, you'll need to manually remove members. Make sure you're certain about making it the default before proceeding.

Edit info to members

You can give invited people a head start if you already pre-fill this information.

Click on Settings at the top of your left sidebar
Go to Manage members
Click right of the person's name on the dropdown menu at the column "Access level.”
Click Edit info for that person
You can edit info of the pop-up to the member

Remove members

Click on Settings at the top of your left sidebar
Go to Manage members
Click right of the person's name on the dropdown menu at the column "Access level.”
By choosing Remove from organization for that person, they will immediately lose access to your organization

💡 Note: If you want to undo the removal and restore the person's access to your organization, you can simply invite them again to your organization.

Guest

Guests vs. members

Guests are individuals outside of your organization or teammates who don't need all the benefits of Tape. You invite them to join specific apps or records. Some examples of guests:

Trainees: who are helping you temporarily
Clients: to get releases on specific records
Consultants: external experts who specialize in a particular area to work together in one app.

Here's what makes the Tape experience different for guests:

Access: guests have to be always be invited of the specific apps or records. Guest can't be given workspace or organization-wide access.
Settings: guests are unable to change organization settings or billing information
Add members: guests cannot invite new members to join your organization
Workflow automations: guests cannot access the automation center
Groups: guests cannot be added to groups

Besides these limitations, guests have the same capabilities as all other members. Guests can be both, internal and external users. The email domain does not affect the guest role, which can be the same as the organization's email domain.

💡 Note: Guests have the same capabilities as members on apps including to create or edit records and can be invited to an unlimited number of apps.

Add guests

On any record or app you want to share with a guest:

Go to Share at the top. Click Invite.
Enter the email address of the guest you want to add, confirm with the enter key
Select the level of access you want to give the guest from the available choices:
- Full access: can edit and share with others
- Can share: can edit content and share with others, but can´t edit the structure
- Can edit: can edit content, but not share with others
Click Invite
The guest you invited will receive an email with a link to sign in

Change guest access levels

After adding a guest to a record or app, you can change their access level.

Go to Share at the top
You'll find the name of the guest in the list

Click the drop down right of the guest's name and choose a level of access:

Full access: can edit and share with others
Can share: can edit content and share with others, but can´t edit the structure
Can edit: can edit content, but not share with others
Can comment: can view and comment, but not edit
Can view: cannot edit or share with others
No access: remove their access to the record or app

View guest & permissions

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Guests tab at the top
Click right of the guest's name on the dropdown menu at the column "Access level.”
View the guest's accessible records or apps
Click to hop to the records or apps the guest can access
On each of these records or apps, you have the ability to manage the guest's access level or completely remove their access

Turn guests into members

Upgrade guests to members to give them complete access to view your entire organization. Additional charges may apply.

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Guests tab at the top
Click right of the guest's name on the dropdown menu at the column "Access level.”
Click on Convert to member
They'll be moved to the list of the tab “Members”
In your member list, you can change this person to a Organization owner, Organization admin or to remove them from your team.

Remove guests

To remove a guest from one specific record or app:

Go to Share at the top
You'll find the name of the guest in the list
Click the drop down right of the guest's name
Select Remove

To remove a guest from all records or apps:

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Guests tab at the top
Click right of the guest's name on the dropdown menu at the column "Access level.”
Click on Remove
They'll no longer be able to access any records or apps

Groups

A group is a gathering of members with a shared purpose or interest. You can assign different levels of permissions to each group. Once you add a group to a workspace, app, or record, all members of that group are automatically granted the same permission level.

Guests can't be added to groups. This feature is for members only!

Create groups

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Groups tab at the top
Click Create a group and enter a name for your group.
Click on the icon to select a new icon, emoji, or upload a custom file
Toggle open your new group, click + Add a member
Add or remove members to the group

Share records or apps with groups

For any record or app, you can choose which groups can read, comment, edit, and share it.

Go to Share at the top and click the Invite button.
Search for a group you want to share with.
Select the level of access you want to give them from the available choices:
- Full access: can edit and share with others
- Can share: can edit content and share with others, but can´t edit the structure
- Can edit: can edit content, but not share with others
- Can comment: can view and comment, but not edit
- Can view: cannot edit or share with others
- No access: remove their access to the record or app

💡 Note: We are currently working on introducing all this access levels for records.

After adding a group, it will appear in the "Share" menu, allowing you to modify their access level from the dropdown.
Hover over the number of people in the group to view the list of members.
You have the flexibility to grant access to multiple groups at any level from the same record or app

Share a workspace with groups

Workspaces are dedicated areas for teams in your organization. You can customize them for each team. Learn more about workspaces →

To share a workspace with groups in your organization:

Hover over the workspace name in your left sidebar
Click the ••• button
Got to Workspace settings
Use the black Add members button to add groups to the workspace
Select the level of access from the drop down:
- Workspace admin: full access to workspace content and can edit workspace settings
- Workspace member: access to workspace content but cannot edit workspace settings
Click Invite to share this workspace
After adding a group, it will appear in the "Share" menu, allowing you to modify their access level from the dropdown.
Hover over the number of people in the group to view the list of members.
You have the flexibility to grant access to multiple groups at any level from the same record or app

Rename or delete a group

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Groups tab at the top
To rename or delete a group, click ••• to the right of a group's name

FAQs

How can you turn a member into a guest?

Click on Settings at the top of your left sidebar
Go to Manage members
Click right of the person's name on the dropdown menu at the column "Access level.”
By choosing Remove from organization for that person, they will immediately lose access to your organization
Once have removed as a member, you can re-add them as a guest from the Share menu at the top of any record or app.

Is there a limit to how many guests I can add for free?

Yes, there are limits depending on your plan type.

Free Plan: unlimited guest invitations within the free plan activity limit
Basic Plan: invite up to 2 guests for free, for each billed member
- 10 billed members = invite 20 guests for free
- 50 billed members = invite 100 guests for free
Premium Plan: invite up to 4 guests for free, for each billed member
- 10 billed members = invite 40 guests for free
- 50 billed members = invite 200 guests for free

Enterprise Plan: custom guest limit

If you don't have enough guests in your organization, you can bring in more guests by adding an extra paid member. For any significant disadvantages within these limits, contact the Tape team to create an optimal guest usage plan.

Sharing & permissions

Hierarchy structure in Tape

Intro to workspaces

Navigate with the sidebar

Start here as a member