Managing Members

Inviting new members

To add someone to your team, go to your team settings and open the members section. Enter the email address of the person you want to invite and send the invitation. They will receive an email with a link to join your team. If they do not have a Surface account yet, they can create one during the process.

You can send multiple invitations at once if you are building out a larger team.

Member roles

Every person on a team has a role that determines what they can do within the workspace. Surface uses two roles:

Owner

The owner has full control over the team. Owners can edit pages, manage billing, invite or remove members, and change team settings. Every team has at least one owner. The person who creates the team is automatically assigned this role.

Member

Members can edit pages and work with the team's content, but they cannot manage billing, remove other members, or change team-level settings. This role is ideal for collaborators who need to work on the page without having access to administrative controls.

Removing members

If someone leaves your team or no longer needs access, an owner can remove them from the members section in team settings. Removing a member revokes their access immediately. Their personal Surface account is not affected -- they simply lose access to the shared team workspace.

Transferring ownership

If you need to hand off control of a team, an owner can transfer ownership to another member. Go to the members section, find the person you want to promote, and change their role to owner. You can then optionally step down to a member role yourself. Every team must have at least one owner at all times.