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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.

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What you can do

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.

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Adding members to a workspace

There are two ways to grant workspace access:

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From the workspace

1

Open the workspace

Open the workspace you want to manage.
2

Click Add Member

In the Members section, click Add Member.
3

Select an organization member

Pick a member from the dropdown — only Developers and Viewers are shown, because Owners and Admins already have implicit access.
4

Choose a workspace role

The role is pre-filled based on their organization role; change it if needed.

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From admin settings

1

Open organization members

Go to Admin Settings → Organization and find the member in the Members section.
2

Open workspace access settings

Click the grid icon next to their name.
3

Set access and roles

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.

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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. All three roles see every module in the sidebar — what differs is what each can change. Viewers are strictly read-only: they can open conversations, findings, and dashboards, but cannot send chat messages. Some surfaces sit above workspace roles entirely, at the organization level:
  • Admin Settings — organization profile, members, identity and access, audit logs — is visible to organization Owners and Admins only.
  • Usage and credit limits are visible to organization Owners and Admins.
  • Billing and BYOK are managed by the organization Owner 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

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Managing workspace members

The workspace members table shows:

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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.

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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.

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Provisioning and SSO

If your organization uses single sign-on (SSO) with just-in-time (JIT) provisioning — accounts created automatically at first SSO sign-in — or SCIM directory sync, new members are automatically added to the default workspaces configured in your provisioning settings. See SSO setup for details.

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Next steps

Back to Workspaces

Workspace creation and management

Organizations

Organization-level member management and roles