Settings: Members and roles

Use Members & roles to see the people in your workspace, their teams, and their roles. A role is a set of permissions. It decides what a person can do.

Invite a person

1. Open Settings, then Members & roles.
2. Select Invite people.
3. Enter the email address.
4. Choose the role, the language, and the expiry. The expiry choices are 1, 7, or 30 days.
5. Send the invitation.

To invite someone with a link, copy the Invitation link.

If an invitation is still pending, select Resend in the member list.

Review roles

The built-in roles are Owner, Admin, Member, Limited, and Guest.

• Open Saved roles to see the role presets.
• Open the Permission matrix to compare what each role can do.

Built-in roles cannot be changed. Custom role changes apply right away.

Owners and admins can create a custom role with Create role. They can give it only the permissions they have themselves.

You cannot remove the last owner. The page shows Keep at least one active owner.

Guests and clients

Open Guests & clients to see people who have access to some items only. Access to a guest follows the items shared with them.

Remove a member

1. Open the member.
2. Choose a Transfer to person. Their records and assignments go to that person.
3. Select Offboard member.

The member loses access after this. Their open sessions, API keys, and MCP clients are revoked.

Client group offboarding is not available yet.

Who can change access

• Access rules are the same in the app, the API, MCP, and sync.