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Team & Collaboration

Teams and workspaces

Workspaces let you collaborate with your team. Every document you upload lives inside a workspace, and every workspace member can be given a role that controls what they can see and do.

What is a workspace?

A workspace is a shared container for documents and team members. Think of it as a folder that your whole team can access together. When you sign up, ProPDFSuite creates a personal workspace for you automatically. You can rename it and invite others to join.

One workspace per subscription. A Pro or Enterprise subscription covers a single workspace. The workspace owner controls the subscription and can add seats for additional members.

Inviting team members

Only workspace Owners and Admins can send invitations.

  1. 1Go to Dashboard → Settings → Team Members.
  2. 2Click Invite Member and enter the email address of the person you want to invite.
  3. 3Choose the role they should have: Admin, Member, or Viewer.
  4. 4Click Send Invitation. The invitee receives an email with a link to accept.
  5. 5Once they accept, they appear in the team members list with the assigned role.

Invitation expiry: Invite links expire after 7 days. If the invitee did not receive the email or the link expired, you can resend the invitation from the team settings page.

Roles and permissions

Owner
  • Full access to all documents in the workspace
  • Invite, remove, and change roles for any member
  • Manage billing and subscription
  • Delete the workspace
  • Access the audit log
Admin
  • Full access to all documents in the workspace
  • Invite and remove members (cannot change Owner role)
  • Access the audit log
  • Cannot manage billing
Member
  • Upload, edit, and export documents
  • Share documents with other members
  • Cannot invite or remove other members
  • Cannot access billing or audit log
Viewer
  • View and download documents
  • Cannot edit, upload, or export
  • Cannot invite members
  • Useful for clients and external stakeholders

Changing a member's role

Owners and Admins can change the role of any member except the Owner.

  1. 1Go to Dashboard → Settings → Team Members.
  2. 2Find the member whose role you want to change.
  3. 3Click the role badge next to their name.
  4. 4Select the new role from the dropdown.
  5. 5The change takes effect immediately.

Removing a member

To remove someone from the workspace, go to Dashboard → Settings → Team Members and click the Remove button next to their name. The person is immediately signed out of the workspace. Their account is not deleted — they can still log in but will only see their personal workspace.

Documents are not deleted when a member is removed. All documents they uploaded remain in the workspace.

Transferring workspace ownership

To transfer ownership to another member, contact support@propdfsuite.com with your request. We will verify your identity before transferring ownership. Note that ownership transfer also transfers the billing subscription.