Workspace Collaboration

Invite Members to Workspace

1. Click Invite Members in the workspace sidebar to open the Members page.
2. Click Add Members to open Invite to Workspace.

3. Click the field under Invite specific people and enter one or more email addresses.
4. Under They join as, choose the role everyone in this invite receives.
5. Click Invite to Workspace.

The dialog also offers Invite via private link, which creates a link anyone can redeem rather than inviting one address at a time. See invite links.

Invite Teams to Workspace ☁

Teams can be invited to a workspace for simplified collaboration, with a workspace-level role assigned to all team members.

1. Click Invite Members in the workspace sidebar to open the Members page.
2. Click Add Teams to open Add Teams to Workspace.
3. Select one or more teams from the dropdown. Each is listed with its member count.

4. Under They join as, choose the role the selected teams receive.

5. Click Add Team, or Add Teams when more than one is selected.

To learn more about creating and managing teams, refer to the Teams documentation.

List Workspace Members and Teams

The Members page displays all users and teams that have access to the workspace.

• Individual members appear with their name, email, role, and date joined.
• Teams are listed with their name, member count, and assigned role.

The columns are Members, Workspace role, Billable, Date Joined and Actions, and the header shows how many paid seats the workspace is using. On Community Edition and unlicensed self-hosted deployments the column and the count read Editor seat instead.

Why a member is billable

A crown in the Billable column marks a member who consumes a paid seat. Click it to see which assignment is responsible: their workspace role, any base, or any interface. A member consumes a seat when they hold Editor or higher in any one of those places, so someone who is Viewer at the workspace level can still be billable through a single base.

Modify Roles for Members or Teams

Access permissions for both members and teams can be updated from the Members page.

1. Click the role dropdown in the Workspace role column beside the member or team.
2. Select a new role. Each option carries a one-line description, and the one in force is ticked.

Role Precedence

When a user has multiple role assignments through both team and individual access, NocoDB resolves the final permission using a clear precedence order.

• Individual explicit role takes precedence over team-assigned role.
• Base-level roles override workspace-level roles.
• In case of multiple team roles, the highest permission applies.

To learn more about effective role resolution, refer to the Teams effective role resolution documentation.

Remove Members or Teams from Workspace

You can remove both members and teams from the workspace using the actions menu.

1. Click on the vertical ellipsis ⋮ in the Actions column beside the member or team.
2. Select Remove member or Remove team.

The menu also shows the member's user ID or the team's ID, with a button to copy it for use with the API.

Best Practice

• Invite all users to the workspace first with the Inherit role. This will allow them to access workspaces based on their team or base-level roles.
• Use teams for departments or functional groups to manage roles efficiently.
• Adjust team-level permissions instead of managing roles individually for large workspaces.

Learn more here.

Availability

• The Teams feature is available on NocoDB Cloud (Business plan and above) and licensed self-hosted deployments (Scale plan and above).

Related

• Roles and permissions