Adding members to a Workspace grants them access to that Workspace’s resources and lets them 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 ways to open the member management page for a Workspace:
1. From the Workspace context
Select the Workspace you want as your active context.
In the left menu, click
Membersunder theWorkspacesection.
Click Members in the left menu to manage Workspace members
2. From the Workspaces list
Go to the main Workspaces list page (showing all your Workspaces).
Find the Workspace you want to manage.
Open its actions menu (
...) and selectMembers.
Open the actions menu and select Members
Steps to add a member to a Workspace
1. Add a member
Click Add Member in the top-right corner of the page.
Click Add Member
2. Select and configure the member
An Add Member modal opens:
Choose an Organization member: Use the dropdown or search to select the user you want to add. Only existing Organization members appear here.
Select an existing Organization member to add to the Workspace
Assign a Workspace role: Choose the user’s role for this Workspace:
Admin: Full administrative control over this Workspace (manage settings, add/remove Workspace members, manage resources)Member: Standard access to use resources and features in this WorkspaceConfirm: Click
Add Member.
Choose the Workspace role and click Add Member
🔑 A user’s role in a Workspace is independent of their Organization role. For example, someone can be Billing at the Organization level and Admin in a specific Workspace.
The user is added immediately with the assigned Workspace role. They don’t receive a separate invitation and will see the Workspace based on this new assignment right away.