workflow manage_team_members

Manage dashboard team members

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📚 Manage dashboard team members

Overview Invite administrators to the dashboard, assign roles, and manage existing members and pending invitations. This is distinct from end-user onboarding. This walkthrough stops before sending invitations so it is safe to run against the live demo workspace.

➡️ View the related feature

🪜 Steps

1. Open Settings > Members

Open Workspace settings and select the Members tab (highlighted). This is where you manage dashboard administrators. Note that only users who already have an account can currently be invited as members.

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Step 1: Open Settings > Members

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2. Invite a member and pick a role

In the 'Invite new members' form (highlighted), enter the member's email, choose a role (e.g. Admin), optionally 'Add another member', then click 'Send invitation(s)'.

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Step 2: Invite a member and pick a role

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3. Manage members and invitations

Use the 'Team members' and 'Pending invitations' sub-tabs (Pending invitations highlighted) to review and adjust roles. The Danger Zone at the bottom lets an owner delete the workspace.

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Step 3: Manage members and invitations

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🏠 Navigation

• ← Back to Feature Overview

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