Manage members and roles

Invite the right people, set their role, and keep access current.

Use Members settings to bring people into the workspace and maintain their access. Give admin access only to people who need to change workspace-wide settings.

How to

  1. Open Members settings

    Open Settings, then choose Members.

  2. Invite the person and choose a role

    Send the invite to the person who needs access. Choose Member for day-to-day work. Choose Admin only for people who also need to manage workspace-wide settings, integrations, or access.

  3. Review access when work changes

    Use the member list to check invitations, change roles, or remove access when someone no longer needs the workspace.

Choose a role

Members can work in the workspace. Admins can change workspace-wide settings and access. Keep admin access with a small, accountable group.

Use the smallest role that works. Keep workspace administration with a small, accountable group. Review roles when someone changes responsibilities.