How to Manage Workspace Members
Workspace members are the people who have access to your workspace. You can add team members, change their roles, adjust their permissions, or remove them as needed.
Viewing Members
Navigate to Workspace → Members in the sidebar. You'll see a list of all current members showing their name, email, role, and when they joined.
Member Access
Each member has a role and a set of permissions. The access summary on the member page shows what they can view and manage.
Changing a Member's Role
Click on a member's name or the "Edit" button next to them. In the member detail view, you can change their role using the role dropdown. Click "Save" to apply the change.
Removing a Member
To remove a member from the workspace:
- Go to Workspace → Members.
- Find the member you want to remove.
- Click the "Remove" button next to their name.
- Confirm the removal when prompted.
Removed members immediately lose access to all workspace data. Their past activity (logs, created records) remains intact.
You cannot remove yourself from a workspace you own. Transfer ownership to another eligible member before leaving.