Members are users who have access to your workspace and its projects. Proper management ensures the right people have the right permissions for collaboration and security.

Workspace Roles

• Owner: Full control over workspace settings, billing, integrations, and member management.

• Admin: Manage most workspace settings, invite/remove members, and oversee projects.

• Member: Access assigned projects and collaborate based on permissions.

• Project Creator: Acts as the owner for specific projects they create, with elevated permissions for those projects.

Project Roles

• Owner: Full control over project settings, member assignments, and data.

• Manager: Can manage most aspects of the project, including inviting contributors and editing project details.

• Contributor: Can view and contribute to project content and data, but cannot manage project settings or members.

Managing Workspace Members

• Invite Users: Add new members by sending invitations via email and assigning workspace roles.

• Assign Roles: Change a member’s workspace or project role at any time.

• Remove Members: Remove users from the workspace or specific projects as needed.

Project Access

• Project Assignment: Members are assigned to projects with specific roles, limiting their access appropriately.

• Role Inheritance: Workspace roles may determine default project permissions, but project roles provide finer control.

Best Practices

• Regularly audit member lists and roles for security.

• Promptly remove inactive or unauthorized users.

• Use company email domains for automatic member verification when supported.

Permissions Matrix