Keeping Your Team Up to Date
As your team evolves, you may need to adjust roles or remove members who no longer need access. All team management happens in Settings > Team.
Changing a Member's Role
Go to Team Settings — Navigate to Settings > Team in your dashboard.
Find the team member — Locate the person in the members list.
Change their role — Click the "Change Role" option next to their name.
Select and confirm — Choose the new role from the dropdown and confirm the change. The updated permissions take effect immediately.
Only workspace Owners can change team member roles. Admins can invite and remove members, but cannot change roles.
Removing a Team Member
Go to Team Settings — Navigate to Settings > Team in your dashboard.
Find the team member — Locate the person you want to remove in the members list.
Click Remove — Click "Remove" next to their name.
Confirm the removal — Confirm the action. They'll receive an email notification that their access has been revoked.
Removing a team member is immediate — they'll lose access to your workspace right away. You can always re-invite them later if needed.
Leaving a Workspace
Team members can leave a workspace on their own without needing the Owner's help. To leave: navigate to Settings > Team, click "Leave Workspace" at the bottom of the page, and confirm your decision.
The workspace Owner cannot leave the workspace. If you're the Owner and want to close the workspace, you'll need to delete it from workspace settings.
Tips for Managing Your Team
Start with Viewer for new team members until you're confident in their responsibilities, then upgrade their role
Use Admin sparingly — Admins can invite and remove other members, so only give this to trusted managers
Review your team regularly — Remove members who no longer need access to keep your workspace secure
No cost per member — Invite everyone who needs visibility into your operations
Not sure which role is right? Review Understanding Roles & Permissions.