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Roles and access

What owners, admins and members can do, and how to change someone's access.

  • Owner: created the workspace. Can rename or delete it, invite admins and remove members.
  • Admin: sees every project and can invite people and change access.
  • Member: invited as a full member (every project, chosen sections) or a collaborator (chosen projects and sections). The sections are Library, Documents, Tasks and Briefing.

Change someone's access

  1. Open "Members" and find the person.
  2. Choose "Edit access".
  3. Pick "Full member, all projects" or "Specific projects", and the sections.
  4. Choose "Save access". It takes effect immediately.

Owners and admins can change access for members. A role is chosen when someone is invited.

Remove someone

Only the owner can remove a member: in "Members", choose "Remove" on their row and confirm. They lose access immediately; their comments and tasks stay. Anyone else can leave with "Leave workspace" on their own row.

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