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Managing Team Members

Overview​

The Team Members section in workspace settings lets you see and manage everyone who has access to your workspace.
From here, you can view member details, invite new members, change roles, remove members, and even leave the workspace yourself (unless you are the owner, in which case you must transfer ownership first).

Each member of a workspace has an assigned role, which determines their permissions and actions they can perform.
Roles and permissions follow predefined rules to ensure that sensitive actions, such as ownership transfers, can only be performed by authorized users.

Viewing team members​

The Your Team Members page displays a complete list of everyone in the workspace.
For each team member, you can see:

  • Full name
  • Email address
  • Assigned role
  • Last login date and time
  • Two-factor authentication (2FA) status
  • Status – whether they have joined or are still pending after an invite

If there are many members, the list is paginated for easier navigation.

Inviting new members​

Workspace owners can invite new members to join their team.
When inviting someone:

  1. You must enter their email address.
  2. You must immediately assign them a role from the predefined list.
  3. A short description is shown for each role to help you choose the right one.

Once the invitation is sent:

  • The invited user receives an email with a link to join.
  • If they already have an account, they can log in and will be taken to the workspace dashboard.
  • If they do not have an account, they must register first.
  • The member will only appear in your team list after they accept the invitation.

Some important rules:

  • You cannot invite someone who is already a team member.
  • You cannot invite yourself.
  • Invited members receive an email notification indicating the related workspace.
  • An existing team member will only receive an email if their role changes or if they are removed.

Pending members​

If an invitation hasn’t been accepted yet, the person will appear in the list with the status Pending.
Once they join, the status changes to Joined.
Owners can cancel invitations for pending members if needed.

Managing existing members​

As an owner, you can:

  • View member details – full name, email, registration date, last login, 2FA status, and assigned role.
  • Change roles – reassign a new role, which replaces the current one (only one active role per member at a time).
  • Remove members – permanently take away their access to the workspace.

When performing these actions:

  • A confirmation warning appears before removing someone or changing roles.
  • If transferring ownership:
    • You must choose another existing member with a verified account.
    • The transfer request is confirmed via email.
    • After the transfer, the old owner becomes an admin.
    • Ownership can only be transferred if the workspace will still have at least one owner.

Additional rules:

  • There can only be one owner at a time.
  • Multiple admins are allowed.
  • Admins cannot change their own role.
  • The system notifies members in-app and via email if their role changes or if they are removed.

Leaving a workspace​

Any team member except the owner can leave the workspace at any time.
When leaving:

  • A confirmation warning explains that you’ll lose access to all instances and information.
  • You’ll receive an email confirmation after leaving.
  • A success or error message appears in the app.

If you are the owner, you must transfer ownership to another team member before leaving.
The transfer process includes:

  1. Searching for an eligible team member by name or email.
  2. Selecting them and confirming the transfer.
  3. Verifying the action via email.

If no eligible member exists, you cannot leave until one is added and verified.