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Team Members

Team Members lets you invite people to your organization and control what they can access.

Understanding Roles​

There are three organization-level roles:

RoleWhat they can do
OwnerFull control, including billing and organization deletion
AdminManage workspaces, invite members, configure settings. Automatic access to all workspaces
MemberView organization info and access assigned workspaces only

Inviting a Team Member​

  1. Go to Organization Settings > Team Members
  2. Click Invite member
  3. Enter the member's details:
    • First name
    • Last name
    • Email address
  4. Select an organization role
  5. If the role is Member, configure workspace permissions
  6. Click Send invite
Invite team member

Support (Helpdesks)​

The invite dialog has two tabs: Engage (Marketing & CRM) and Support (Helpdesks).

To grant Help Desk access:

  1. Set the organisation role to Member (Help Desk operators must be Members).
  2. Open Support (Helpdesks).
  3. Select one or more help desks and Assigned Departments.

Selecting a help desk automatically grants View on that help desk’s connected workspaces. Organisation owners and admins are Help Desk operators without this step.

Full setup: Enable Help Desk.

Workspace Permissions (for Members)​

When inviting a Member, you choose what workspaces they can access and at what level:

PermissionWhat they can do
No AccessCannot see or access the workspace
ViewRead-only access
EditCreate and modify content
DeleteEdit and delete content
AdminFull control of the workspace

⚠️ Note:
Owners and Admins automatically have full access to all workspaces. You don't need to configure workspace permissions for them.

Editing a Team Member​

  1. Find the member in the list
  2. Click the ⋮ menu icon
  3. Select Edit member
  4. Update their details, role, or workspace permissions
  5. Click Save changes
Edit team member modal

Removing a Team Member​

  1. Find the member in the list
  2. Click the ⋮ menu icon
  3. Select Remove member
  4. Confirm the removal

⚠️ Important:
Removing a team member is permanent. They will immediately lose access to all organization resources.

Best Practices​

  • Assign the minimum necessary permissions to team members
  • Use Admin for team leads who need to manage workspaces
  • Use Member with custom permissions for most users
  • Review team member access regularly
  • Remove inactive members promptly