Workspaces and collaboration

How workspaces, members, invites, and roles work in Invesh.

Last reviewed 2026-07-15

A workspace is the space that holds your investments, activity, and collaboration settings.

SurfaceWhat you do
Workspaces listSwitch active workspace, see role pills, create a workspace
Pending invitesAccept or decline invitations from the workspaces page
Workspace settingsRename the workspace, manage members, danger zone (delete / transfer where allowed)
Default homeProfile preference for Wealth Dashboard vs Artha after sign-in

Personal workspaces show as Private. Shared workspaces show your role (Owner, Admin, Member, or Viewer).

Members and invites

Owners and admins (subject to permissions) can invite people by email. Invitees get an invitation link by email. Invites expire after 14 days. Inviting the same email again refreshes the token (there is no separate Resend button). You can change assignable roles, revoke pending invites, and remove members from Workspace settings → Members.

PreviousInvestment accountsHow investment accounts sit under each live type — bank, broker, platform, or FD organization.NextGoalsWhat a goal is in Invesh — a money target linked to your investments, with progress that updates as those investments change.