Managing Members
Use the Users tab to review current workspace members, update their roles, and remove access when needed.
Overview
The Users tab in Team Members shows the people who already have access to the current workspace. It helps you review who is in the workspace today and manage their access level.
From this tab, you can:
- search the current member list
- review each member’s email and workspace role
- update a member’s role
- remove a member from the workspace
Before you start
- Open the correct workspace before managing members, since access is workspace-specific.
- You need permission to manage workspace access before changing roles or removing members.
- Role changes affect what the user can do inside that workspace immediately after the update is saved.
Open the Users tab
Open your workspace
Go to the Dashboard and switch into the workspace you want to manage.
Open Settings
Use the main navigation to open Settings.
Open Team Members
Open Team Members from the Team & Access section.
Stay on Users
Make sure the Users tab is selected.
Review current members
Use the Users table to understand who currently has access to the workspace.
- Search by name or email with the table search field.
- Review each member’s current role in the Role column.
- Use the joined date to understand when access was added.
Change a member’s role
Find the member
Locate the user you want to update in the Users table.
Open row actions
Use the action menu on that user’s row.
Choose Edit Role
Select Edit Role to open the role update dialog.
Pick the new role
Choose the appropriate role: Admin, Member, or Read Only.
Save the change
Click Update Role to apply the new permission level.
Remove a member
Find the member
Locate the user you want to remove from the workspace.
Open row actions
Use the action menu on that user’s row.
Choose Delete
Select Delete and confirm the action.
Verify access was removed
After removal, the user should no longer appear in the Users table for that workspace.
Understand the available roles
| Role | Typical access |
|---|---|
Admin | Can manage workspace settings and team access |
Member | Can work inside the workspace but does not manage all access settings |
Read Only | Can view workspace data without making changes |