How to invite workspace members/ guests, set roles and permissions

Table of contents

How to access User Management?

1. Click your avatar at the bottom of the page, then select Workspace Settings

   

2. From the navigation bar, select User Management in the Workspace section.

   

Invite a workspace member

1. Click Invite members in the Workspace section

   

2. Enter an email address and set permission

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   Admins can modify workspace settings, manage all users, access all sources and tools, and create or delete teams.

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Editors can have full access or team-based access to sources and tools, and can invite or remove members from the teams they belong to.

• Full Access: Grants users access to all sources, tools, reports, and folders across the workspace.
• Team-Based Access: Limits users to the sources, tools, reports, and folders defined in the team settings. (Learn more) </aside>

Invite a guest

1. Click Invite guests in the Guests section

   

2. Enter an email address and set permission

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   Guests do not have access to the entire workspace. Their access is limited to viewing specific reports, with a maximum of 10 reports per guest.

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