Workspace collaboration
This article explains how to invite members to your workspace, change their roles and procedure to remove them from the workspace.
Next logical step after creating a workspace is to invite members to it. In this section, we will guide you through the process of inviting members to your workspace. A comprehensive guide regarding roles and permissions can be accessed here.
Invite members to Workspace
- Navigate to the Workspace configuration page by selecting
Team & Settings
in the left minibar. - Access the
Members
tab. - Click on the
Add Member
button located in the top right corner of the page. - Input the email address of the intended member for the invitation.
- Choose the appropriate access permission for the member from the role dropdown menu.
- Conclude the process by selecting the
Invite to Workspace
button.
Note: Any user can invite members to the workspace, but they can only assign a role to new members that is at most equal to their own role.
You can invite multiple members simultaneously by entering their email addresses, separated by commas.
List Workspace members
The Members
tab in Team & Settings
displays a list of users who have been granted access to the workspace.
- Navigate to the Workspace configuration page by selecting
Team & Settings
in the left minibar. - Access the
Members
tab.
Note: Members list is accessible to all workspace members.
Modify Workspace Member Roles
You can modify the access permissions of members by following these steps:
- Navigate to the Workspace configuration page by selecting
Team & Settings
in the left minibar. - Access the
Members
tab. - Access the dropdown menu. Select the desired new role option.
Note: Updates to existing workspace member roles can only be made by the workspace owner or creator.
Remove Workspace Members
To remove a member from the workspace, take the following steps:
- Navigate to the Workspace configuration page by selecting
Team & Settings
in the left minibar. - Access the
Members
tab. - Click on the vertical ellipses
⋮
to open the context menu. Select theRemove User
option.
Note: Only the workspace owner or creator can remove members from the workspace.