Member Management

Control who can access the workspace

The Member Management screen centralizes control over who has access to the workspace and what each person can do within it. To access it, click Settings > Member Management in the side menu.

The content is organized into three tabs:

Only members with Owner or Full (with permission) license can access this screen.

Members

Displays all workspace members in a table format, with information such as user, license type, status, and invitation status. This is where you add new people to the workspace — individually via the Invite button or in bulk via the Bulk Invite button.

The table allows you to search members by email, export the list, and customize the displayed columns.

For more details, see Members.

Roles

Defines the roles members can assume in the workspace and what permissions each role grants. A role determines what a member can view, create, edit, or delete within workspace categories.

Roles operate within the limits of the member’s license type — a role cannot grant access beyond what the license allows.

For more details, see Roles and Permissions.

Groups

Allows you to organize members into sets to facilitate assignments, filters, and bulk configuration. Groups are organizational — they do not directly control permissions (this is handled by roles), but they can be used as references in fields, task responsibilities, conditions, and notifications.

For more details, see Member Groups.