Member directory
Review the users who can access the workspace and their current roles.
Team access
The right people, in the right workspace.
Workspace administrators manage member access while keeping each organization’s work within its permission boundaries.
Team access essentials
Create member access
Administrators can create a member account using its name and email and provide the initial sign-in details privately.
Link an existing account
Add an already registered account to the workspace where authorized.
Member and administrator roles
Choose the appropriate workspace role for the work a person needs to perform.
Reset access credentials
Administrators can reset a member’s password through the account-management workflow.
Pause member access
Deactivate access when a member should no longer use the workspace.
Workspace boundaries
Workspace administration applies to the active organization; platform administration is a separate role.
How it works
Review the workspace’s member directory.
Add or link the appropriate account and role.
Keep access current as responsibilities change.