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Your Porcia workspace is a shared environment. Invite colleagues, assign roles, and organize people into teams so the right people have access to the right data.

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Inviting team members

1

Go to Settings → Team

Click your workspace name → Settings → Team, or navigate directly via the sidebar.
2

Click Invite Member

Click Invite Member in the top right.
3

Enter email and select role

Enter the invitee’s email address and choose their role — Admin or Member. See Roles & Permissions for the difference.
4

Send invitation

Click Send Invitation. The invitee receives an email with a link to join. Invitations expire after 7 days and can be resent.

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Bulk invitations

To invite multiple people at once:
  1. Click Bulk Invite
  2. Enter email addresses (one per line or comma-separated)
  3. Select a default role for all invitees
  4. Click Send Invitations
Or upload a CSV in the format email,role (e.g. jane@company.com,member).

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Managing existing members

The team list shows each member’s name, email, role, status (active / pending / inactive), and last active date.

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Changing a member’s role

  1. Find the member in the team list
  2. Click the Role dropdown
  3. Select the new role
  4. Confirm the change
Role changes take effect immediately.

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Removing a member

  1. Find the member
  2. Click the three-dot menu → Remove
  3. Confirm removal
The member loses workspace access immediately. Their activity history and any assigned apps are preserved.
You cannot remove yourself if you’re the only admin in the workspace. Promote another member to Admin first.

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Teams

Teams are groups within your workspace used to organize ownership and reporting. Assign apps, access requests, and findings to a team rather than an individual so responsibilities don’t break when people change roles.

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Creating a team

  1. Go to Teams in the sidebar
  2. Click New Team
  3. Give it a name (e.g. “Engineering”, “Finance”, “IT”)
  4. Add members
  5. Save

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Team ownership

Assigning an app to a team makes it clear who is responsible for renewals, access reviews, and governance decisions for that tool. Notifications for the app can be routed to the whole team.

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Activity feed

The activity feed in your dashboard shows what your team has been doing across the workspace:
  • Apps discovered or updated
  • Documents uploaded
  • Access requests submitted or acted on
  • Findings opened or resolved
  • Rules triggered
  • Playbooks run
Filter by team member, activity type, date range, or app to focus on what’s relevant.

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Notifications

Team members can configure their own notification preferences:
  1. Go to Settings → Notifications
  2. Enable or disable notification types (new app discovered, finding, pulse, renewal alert)
  3. Choose channels (in-app, email, Slack, Teams)
Admins can set workspace-wide notification defaults that apply to all members.

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Next steps

Roles & permissions

Understand what each role can do

Workspace settings

Configure integrations and workspace preferences

Rules engine

Route alerts to specific team members automatically