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Workspace collaboration

Next logical step after creating a workspace is to invite members to it. In this section, we will guide you through the process of inviting members to your workspace. A comprehensive guide regarding roles and permissions can be accessed here.

Invite members to Workspace​

  1. Navigate to the Workspace configuration page by selecting Team & Settings in the left sidebar.
  2. Access the Members tab.
  3. Input the email address of the intended member for the invitation.
  4. Click on Role dropdown menu
  5. Choose the appropriate access permission for the member from the dropdown menu.
  6. Conclude the process by selecting the Add Member(s) button.
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Note: Any user can invite members to the workspace, but they can only assign a role to new members that is at most equal to their own role.

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You can invite multiple members simultaneously by entering their email addresses, separated by commas.

List Workspace members​

The Members tab in Team & Settings displays a list of users who have been granted access to the workspace.

  1. Navigate to the Workspace configuration page by selecting Team & Settings in the left sidebar.
  2. Access the Members tab.
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Note: Members list is accessible to all workspace members.

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Modify Workspace Member Roles​

You can modify the access permissions of members by following these steps:

  1. Navigate to the Workspace configuration page by selecting Team & Settings in the left sidebar.
  2. Access the Members tab.
  3. Access the dropdown menu.
  4. Select the desired new role option.
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Note: Updates to existing workspace member roles can only be made by the workspace owner or creator.

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Remove Workspace Members​

To remove a member from the workspace, take the following steps:

  1. Navigate to the Workspace configuration page by selecting Team & Settings in the left sidebar.
  2. Access the Members tab.
  3. Click on the vertical ellipses ⋮ to open the context menu.
  4. Select the Remove User option.
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Note: Only the workspace owner or creator can remove members from the workspace.

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