Add and Manage Members in Your Workspace

A guide for Admins and Insights Lead to invite, manage, and remove members in a workspace.

🔑  What permissions are needed?

  • Admins can invite and manage all roles.
  • Insights Leads can invite and manage Field Reporters.
  • Field Reporters, Guests, and Viewers cannot manage workspace members.

Step One: Go to the People Page

  1. Navigate to your workspace
    • On desktop: Click on your workspace name in the left navigation panel.
    • On mobile: Press the menu button in the top left, then select your workspace name.
  2. Select the "Settings" menu
    • This will open your Workspace settings options.
  3. Select the “People” tab
    • This is where you can manage your members and team.

Step Two: Invite Members

  1. Click "Invite new members to workspace"
    • A form will appear where you can:
      • Select a role
      • Enter the email address
      • Send an invitation

đź’ˇ  Note:

  1. Pending Invitations
    • Once sent, the invitee appears under the Pending section.
    • Once accepted, they appear under Current members.
  2. Alternative: Create a Workspace-Managed Account (WMA)
    • Ideal for Field Reporters without email access.
    • Can be created by an Admin or Insights Lead.
    • Learn more about WMAs.

Step Three: Manage Your Members

  1. Managing Pending Invitations
    • Click the menu button next to a pending invite.
    • You can resend or withdraw the invitation.
  2. Editing Roles
    • You can change a member's role anytime by clicking on their role.

⚠️  Important:

    • New members can no longer be assigned the Contributor role.
    • Once changed, you cannot revert a member back to Contributor.

Step Four: Remove Members

  1. Click the menu button next to the member’s name.
  2. Select "Remove member".

Next Steps