Managing Team Members

Learn how to view, invite, and remove members in your workspace.

View members

Open Settings → Members to see everyone in your workspace. Each entry shows the member’s email, their Status (Online, Offline, or Pending), their assigned Role, and when they were Last Active. The date they joined appears under their email. Pending invitations appear in the same list with a Pending badge.

Invite members

Invite new members from Settings → Members. See Invitations for the full invitation flow.

Change a member’s role

1. Open Settings → Members.
2. Find the member and select the role dropdown next to their name.
3. Select the new role.

Changes apply immediately. See Team Roles & Permissions for a description of each role.

Remove a member

1. Open Settings → Members.
2. Find the member and select the trash icon (Remove member).
3. Confirm the removal.

Removing a member revokes their access immediately, along with every integration token they created — any service using those tokens stops working. Their documents stay in the workspace, and you can re-invite them later.

Note: You cannot remove yourself or the workspace Owner.

Workspace Owner

Every workspace has one Owner — the person who created it. The Owner has the same permissions as an Admin and cannot be removed. To transfer ownership, contact support.

What’s next?

Team Roles & Permissions — Understand what each role can see and do.

Invitations — Manage pending invitations and resend or cancel them.