Members and roles

Settings → Workspace → Members lists everyone with access to your workspace, their role, and any invitations still waiting to be accepted. Everyone in the workspace can see this list. Only admins and owners can invite someone, change a role, or remove someone.

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The members list

Search by name or email, or use Filter to narrow by role. Each row shows the person’s name (yours is tagged You), their role, and when they joined. Admins and owners get a ⋯ menu on each row to change a role or remove someone. It doesn’t appear on your own row or the workspace owner’s row.

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Invite a teammate

Click Invite teammate. See Invite your team for the invite form, the roles it offers, and what the invited person sees.

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Changing a role

From a row’s ⋯ menu, pick Admin, Member, Reviewer, or Viewer. You can’t change the workspace owner’s role from here, or your own. If someone holds the owner role in your organization, their role can’t be changed from this screen either, no matter what role they hold in this particular workspace.

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Removing someone

Remove from workspace takes away their access immediately. The same owner and organization-owner protections apply: neither can be removed from this screen.

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Pending invitations

Each pending invite shows the email, when it was sent, and whether it’s expired. Resend sends a new email and gives the invite another 14 days from now. The × button cancels the invite.

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What each role can do

Reviewer and Viewer have the same access today. Naming someone on a step is what lets them complete it, not the Reviewer role. See Roles and permissions for the full breakdown of what each role can do.

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Organization roles are separate

Owner, admin, and member at the organization level control billing, compliance, and settings that span workspaces, not what someone can do inside this one. See Organization settings.

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Common questions