After creating a Workspace Role, add staff to it so the access restrictions apply to them.
Add members
- Click Roles in the left navigation.
- Click the role you want to add members to.
- Scroll to the Members section.
- Search for a member by name or email.
- Click Add or tick the checkbox.
- Click Save.
You can select multiple members before saving.
Remove a member from a role
- Open the role → Members section.
- Click × next to the member's name.
- Click Save.
Note Removing a member from a role does not remove them from the workspace.
Check which role a member belongs to
Click Roles → use Filter by member to search for a specific person.