retaincoda
Back to Docs

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 Roles

retaincoda has the following roles:

  • Owner — Full control over the workspace, including billing, settings, and deletion. Each workspace has exactly one owner.
  • Admin — Can manage members, settings, and has access to all features. Cannot delete the workspace or transfer ownership.
  • Member — Standard access based on their assigned permissions. Cannot access workspace settings or manage other members.

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:

  1. Go to Workspace → Members.
  2. Find the member you want to remove.
  3. Click the "Remove" button next to their name.
  4. Confirm the removal when prompted.

Removed members immediately lose access to all workspace data. Their past activity (logs, created records) remains intact.

💡 Tip:

You cannot remove yourself from a workspace you own. To leave, you must first transfer ownership to another admin.

Related Articles