Team Management

Administrators manage who can use the workspace from Settings → Members. The page has three tabs: Managing members requires the Administrator role. See Roles & Permissions for what each role can do.

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Inviting a member

Invitations are sent one person at a time.

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Managing existing members

The Users tab lists every workspace member with their role. You can search by name or email and filter by role.

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Changing a role

Select a new role from the role dropdown on the member’s row. The change takes effect right away. To give several people the same role, select them with the checkboxes, choose a role in the bar that appears, and click Apply.

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Removing a member

1. Open the Member actions menu (⋯) on the member’s row
2. Select Remove from workspace
3. Confirm with Remove

The member loses access to the workspace immediately.

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Teams

Teams are groups of members inside your workspace. They’re available on every plan.

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Creating a team

1. Select Teams in the sidebar
2. Click Create Team
3. Enter the team details, review its permissions, and add members
4. Click Create Team to save

Creating a team requires the Administrator role.

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Workspace activity

Invitations, member removals, and team changes are recorded in the Audit Trail, available from the sidebar for roles that can view it. Use its filters to narrow the history to what you need.

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Notifications

Each member can adjust their own notification preferences in Settings → Notifications. See Workspace settings for details.

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Next steps