Adding members to a Workspace grants them access to that Workspace's specific resources and allows them to collaborate within that environment.
🔑 Users must already be members of your Organization before they can be added to a specific Workspace.
Accessing Workspace member management
There are two main ways to access the member management page for a specific Workspace:
1. Via Workspace settings (if already in the Workspace context)
Ensure you have the desired Workspace selected as your active context.
In the left-hand navigation menu for that Workspace, click on
Membersunder theWorkspacesettings section.
Click on Members to access the Workspace Users Management settings
2. Via the Workspaces list page
Navigate to the main Workspaces list page (where all your Workspaces are shown).
Find the Workspace you want to manage members for.
Click on the actions menu (
...) for that Workspace and selectMembersfrom the dropdown.
Select Members via the actions menu
Steps to add a Member to a Workspace
Once on the member management page for the specific Workspace, you may:
1. Add a Member
Click the Add Member button, located in the top-right corner of the page.
Click on the Add Member button
2. Select and configure the Member
An Add Member modal window will appear:
Choose an Organization member: From the dropdown list or search field, select the user from your Organization that you wish to add to this Workspace. Only existing Organization members will appear here.
Select an existing Organization member to add to the Workspace
Assign Workspace role: Choose the role (1) this user will have specifically within this Workspace, between the following options:
Admin: Grants full administrative control over this Workspace (e.g., can manage Workspace settings, add/remove other Workspace members, manage Workspace resources).Member: Grants standard access to use the resources and features within this Workspace.
Confirm Addition: Click the
Add Memberbutton (2).
Choose the Workspace role (1) and click Add Member (2)
🔑 A user's role within a specific Workspace is independent of their overall Organization role: for example, a user can have a Member or Billing role at the Organization level but be granted Admin privileges for a particular Workspace.
The selected user will be immediately added to the Workspace with the assigned Workspace-level role.
They will not receive a separate invitation, as they are already part of the Organization, and will gain access to the Workspace based on this new assignment immediately.