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Manage who has access to each workspace and what they can do. Workspace members are organization members who have been granted access to a specific workspace.

Overview

Workspace member management lets you:
  • Control access — decide which organization members can see and use a workspace
  • Assign workspace roles — set per-workspace roles that can differ from organization roles
  • Monitor membership — view member count and quota usage per workspace
Members must first belong to your organization before they can be added to a workspace. To invite someone to your organization, go to Admin Settings > Organization.

Adding Members to a Workspace

There are two ways to grant workspace access:

From the workspace

  1. Open the workspace you want to manage
  2. In the Members section, click Add Member
  3. Select an organization member from the dropdown (only Developers and Viewers are shown — Owners and Admins already have implicit access)
  4. Choose a workspace role (pre-filled based on their organization role)

From Admin Settings

  1. Go to Admin Settings > Organization
  2. Find the member in the Members section
  3. Click the grid icon next to their name to open workspace access settings
  4. Toggle access for each workspace and set a role per workspace
Organization Owners and Admins automatically have access to all workspaces — you don’t need to add them manually.

Workspace Roles

Each member can have a workspace-specific role that overrides their organization role for that workspace. This lets you give a Viewer organization-level member Developer access in a specific workspace, for example.
RoleCapabilities
AdminManage workspace members, configure agents and connections, manage knowledge bases, run operations
DeveloperUse agents, run operations, access connections and knowledge bases
ViewerView workspace resources (read-only)
When managing workspace access from Admin Settings > Organization (via the grid icon), you can choose per workspace:
  • Inherit from Org — uses their organization role
  • Admin / Developer / Viewer — overrides with a workspace-specific role

Managing Workspace Members

The workspace members table shows:
ColumnDescription
MemberAvatar, display name, and email address
Organization RoleThe member’s role at the organization level
Workspace RoleThe member’s role in this specific workspace (editable)
ActionsRemove member from workspace

Changing a Member’s Role

Click the workspace role dropdown next to a member to change their role. Only workspace admins and organization admins/owners can change roles. Implicit members (organization Owners and Admins) cannot have their workspace role changed.

Removing a Member

Remove a member from a workspace to revoke their access. This does not remove them from the organization — they can be re-added later.
Removing a member from the organization (via Admin Settings > Organization) automatically removes them from all workspaces.

Provisioning and SSO

If your organization uses SSO with JIT or SCIM provisioning, new members are automatically added to the default workspaces configured in your provisioning settings. See SSO setup for details.

Next Steps