Meridian docs
Loops and the canvas

Invite people to a loop

Add people to a loop, set their role, and answer join requests.

Loop owners and workspace admins can add and remove people. Everyone in the workspace can already open a loop that is not private, but only members can change it.

Invite someone

  1. Open the loop.
  2. Select Invite in the loop header.
  3. In Share loop, type the person's email in Email address.
  4. Pick a role:
    • Owner: full access, can manage people and delete.
    • Member: can view and edit this loop.
    • Viewer: can view but not make changes.
  5. Select Invite.

The invitation shows under Pending invitations until it is accepted. Select Revoke to cancel it.

Answer a join request

A number on Invite shows open requests.

  1. Select Invite.
  2. Under Join requests, select Approve or Decline.

Change someone's role or remove them

  1. Select Invite.
  2. Find the person under People with access.
  3. Use Change role for that person to pick a new role. Only owners can change roles, and not their own.
  4. Or select Remove from loop, then Remove.
  1. Select Invite.
  2. Select Copy link.

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