Brief Overview

You can invite team members to your WalkMe Learning Arc workspace to help build and manage content. This article covers how to send invites, what each role can do, and how to revoke access.

You can also invite members to a specific portal rather than to the whole workspace. To learn more, refer to the following article: Manage Your Portals

Invite a Team Member

You can invite members to any workspace or portal you have access to if your role allows it, and you can give someone a permission level equal to or lower than your own. Invites go to colleagues on your organization's email domain.

There are two ways to invite a member, depending on whether they need access to a single workspace or to a workspace and a portal at the same time.

Invite a team member to a workspace

1. In the left sidebar, select Account settings
2. Open the Workspaces tab
3. Select the workspace you want to invite the member to
4. Select + Invite members
5. Type the name, email address, or system group of the person you want to invite
6. Choose their role, then select Invite

Invite a team member to a workspace and a portal at once

An account-level invite lets you invite someone to a workspace and a portal at the same time. This option is available to contributors and admins.

1. In the left sidebar, select Invite Members
2. Type the name, email address, or system group of the person you want to invite
3. Choose a workspace and a portal. If you don't have access to any portal, you'll see only the workspace option
4. Choose their role, then select Invite

The member you invite gets an email with a link to join. Their status shows as Invite pending until they accept.

Member Roles

Account Admin

• Full access to every workspace and portal in the account, whatever role they hold in an individual workspace

Admin

• Full access to workspace settings and content

Contributor

• Can create, edit, and publish learning content, and can invite or remove members in the workspace and set their role

Viewer

• Can see the workspace and its member list. Can't create, edit, or publish content, and can't invite members

Statuses

Active

• The member accepted their invitation and has access to the workspace

Invite pending

• You sent the invitation, and the member hasn't accepted it yet

Pending request

• The member requested access to the workspace and is waiting for approval

Revoked

• The member's access was removed

If a person already has a WalkMe Learning Arc account, they get access immediately and their status shows as Active. If they're new, they get a sign-up email and show as Invite pending — you can resend it from the Team members table.

Revoke Access

To remove a member's access to your workspace:

1. Go to the Team members table
2. Select the Remove icon next to the member's name
3. Select Revoke Access to confirm

The member loses their role and access to that workspace immediately. This doesn't remove any portal access they have — you manage portal access separately, per portal.