Customer guide
Settings & team
Workspace settings, team and roles — in development.
In development
Workspace settings and team management are being built. The description below is what they will do, not a screen you can use today.
What this will be
Settings & team will be where you manage your workspace and the people in it:
- Team members — invite people, and remove them when they leave.
- Roles — control what each person can do, in plain terms:
- Owner — full control of the organisation.
- Administrator — day-to-day management.
- Editor — can create and change work.
- Viewer — can look, but not change.
- Workspace settings — organisation details and preferences.
What a role can do may also depend on your subscription plan.
In the meantime
Today, team membership is handled during onboarding and administration rather than self-serve in the app. See Creating an account and Account & organisation. Self-serve settings and team management ship as part of workspace settings (CX-2).