Articles on: Rooms

Who can invite whom

Inviting permissions follow one simple rule.

The rule

You can only invite someone with the same role as yours — or a lower one. You can never invite someone with more rights than you have.

Applied to the three invitable room roles (Editor > Commenter > Viewer):

Your role	Can invite Editor	Can invite Commenter	Can invite Viewer
Owner	✅	✅	✅
Editor	✅	✅	✅
Commenter	❌	✅	✅
Viewer	❌	❌	✅

Owner is never invitable. Each room has exactly one Owner, set at creation and reassigned later by transferring ownership — there's no "invite as Owner" path. See Room roles and Changing someone's role.

The rule applies regardless of whether the inviter is internal (org member) or external (a buyer).

Why this matters: Commenters can invite Commenters

This is the rule's most useful consequence — your champion on the buyer's side, invited as a Commenter, can pull in their own colleagues (procurement, legal, IT, execs) without going through you.

Why we allow it:

The champion stays empowered to expand the deal team
Your deal circle grows organically without inbox ping-pong
You still see who was invited (it's tracked on the participant)

If you'd rather lock this down, the only way is to limit who has access in the first place — pick a stricter access setting and curate the participant list yourself.

What Commenters and Viewers can't do

A Commenter or Viewer (internal or buyer) cannot:

Invite an Editor or change anyone to Editor
Remove other participants
Change someone's role

What invitations look like for the invitee

Whether invited by an Owner, an Editor, or another Commenter, the experience is the same:

A personal invitation email
One-click access
Same room, same content (respecting hidden sections and their role)

What they have to do to get in depends on the room's access setting — for example, an Access code verification room mails them a unique code to log in with.

Removing participants someone else invited

Only the Owner, internal Editors, and workspace Admins can remove participants — regardless of who invited them. So if a Commenter invited someone you don't want in the room, you (as the Owner or an internal Editor) can remove them.

Updated on: 01/10/2026

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