Manage team permissions
Give people the access they need.
The short answer
Workspace administrators should review permissions when someone joins, changes role, or leaves. Give the smallest level of access that supports their work.
Review a member
- Open Settings → Members.
- Select the person you want to review.
- Check their current role and access.
- Choose the appropriate role and save.
Before removing access
Transfer ownership of active work and verify that another administrator can manage the workspace. Follow your organization’s offboarding policy.
Confirm the change
Check the member list after saving. Where possible, use a test account to verify what each role can see.
This is example content for a fictional product. Replace these steps with your product’s verified instructions before publishing.