Add members to a role

After creating a Workspace Role, add staff to it so the access restrictions apply to them.

Add members

  1. Click Roles in the left navigation.
  2. Click the role you want to add members to.
  3. Scroll to the Members section.
  4. Search for a member by name or email.
  5. Click Add or tick the checkbox.
  6. Click Save.

You can select multiple members before saving.

Remove a member from a role

  1. Open the role → Members section.
  2. Click × next to the member's name.
  3. 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.

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