Access
Manage workspace users
Invite users, import member lists, assign roles, restore access, and remove users safely.
Workspace administrators10 minutes
Before you begin
- Administrator access
What you will complete
- Workspace access aligned with current staff responsibilities
Invite individual users
Open Settings > Users, add the user email and role, and assign a team when appropriate. Use administrator access only for people who manage workspace-wide settings.
Import users in bulk
- Paste an email list for simple member invitations.
- Use CSV or XLSX with email, first_name, last_name, role, and team headers.
- Download the sample CSV and preview parsed rows before importing.
- Review created, restored, skipped, and failed counts after import.
Manage the user lifecycle
- Update roles when responsibilities change.
- Deactivate or remove access promptly when a user leaves.
- Restore a previously removed user instead of creating duplicate identity records.
- Review team membership and API access after every role change.