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Members and roles

Invite members, and what owners, admins, and members can do.

Roles

Every member of a workspace has one role.

Role Can
Owner Everything an admin can, and manage other owners
Admin Manage members (except owners), settings, the Library, teams, and every team's work orders
Member Work with spaces, assets, and records; work orders only through a team role

Team roles, Viewer and Contributor, add access per team. See Teams and space access and Roles and permissions.

Invitations

Owners and admins invite people in Workspace settings, Members, with Invite: full name, email, and role. Admins cannot invite owners.

  • The person gets an email with a link. They join with that email address, by password or with a sign-in provider.
  • An invitation works once and expires after 48 hours.
  • Open invitations show as Invited in the member list. Owners and admins can resend or revoke them.

Suspending and removing members

  • Suspend access blocks the member from the workspace at once. Their membership and role are kept, and Restore access brings them back with the same role.
  • Remove member deletes the membership and role. It cannot be undone. Their team roles are removed too.
  • Send reset link emails a password reset link to the member.

You cannot suspend or remove yourself. Records and history a member created stay in the workspace.

The last owner

A workspace must keep at least one owner. The last owner cannot be removed, suspended, or given another role. Make another member an owner first.

Who can

Action Who
Invite members and admins Owners and admins
Invite or manage owners Owners
Change roles, suspend, remove Owners; admins for non-owners

Inviting needs an activated account. See Your account.