Roles overview
Admin
Full access — discovery, governance, billing, team management, and all settings
Member
Standard access — can view the catalog, submit access requests, and respond to pulses
Permission matrix
Changing a member’s role
Only admins can change roles.1
Go to Settings → Team
Navigate to the team member list.
2
Find the member
Locate the person whose role you want to change.
3
Change role
Click the Role dropdown next to their name and select the new role.
4
Confirm
The change takes effect immediately. The member is notified.
Admin best practices
- Keep admin count low — 2 to 3 per workspace is typical
- Always have at least 2 admins so there’s a backup if one leaves
- Remove access immediately when someone leaves the organization
- Review the team list quarterly and remove inactive members
Security
All role changes are recorded in the workspace audit log with actor identity and timestamp. Access the audit log at Settings → Security → Audit Log.Next steps
Team management
Invite and manage team members
Workspace settings
Configure workspace preferences