Membership is managed on Workspace Settings. Click your workspace name at the top of the sidebar to reach it, then click the Members tab. Invitations, roles, and removals all live there. Invite people sends the invites. Members below it lists everyone with access, whether they have joined or not.
A recent change to Administrator access
Administrators can now invite people, revoke invitations, and change member roles. They could not before. Check your Members list if you granted that role earlier, because everyone holding it gained those abilities.
The three roles
| Administrator | Editor | Viewer | |
|---|---|---|---|
| View records | Yes | Yes | Yes |
| Create and update records | Yes | Yes | No |
| Delete and restore records | Yes | Yes | No |
| Force delete records (permanent) | Yes | No | No |
| Invite, revoke, and change member roles | Yes | No | No |
Administrators manage members alongside working with records, but a few things stay with the workspace owner alone, whatever anyone's role: promoting someone to Administrator, renaming or deleting the workspace, and the Custom Fields page and billing.
The owner isn't a role you assign. Whoever owns the workspace always appears with an Owner badge, has no role to change, and can't leave or be removed.
Invitations
Click Invite team members to send up to 10 invites at once. Paste the email addresses separated by a comma, a space, or a new line, pick the role they all join with, then send.
An invited person joins the Members list straight away, above everyone who has accepted, marked Invite pending with the role they will get and how long the invite has left. Its actions menu offers:
- Resend the email.
- Revoke the invitation.
An invite lasts 7 days. After that the row reads Invite expired, and Resend issues a fresh one.
The workspace link
Invite link, next to Invite team members, holds a single link anyone can join with. Copy it to share directly, and set the role people get when they join with it, Editor by default. The role saves as soon as you pick it. The link lasts 7 days and can grant Editor or Viewer. Administrators are invited by email, so the person is always named.
Two controls sit under it:
- Generate a new link replaces the link if the current one leaked. The old one stops working right away.
- Turn off the link removes it entirely, leaving email invitations as the only way in. Turning it back on issues a different link, so the one you turned off stays dead.
Changing and removing members
Each person's role sits next to their name, and the actions menu at the end of the row changes it. Change role switches them between Administrator, Editor, and Viewer. Remove takes a member out of the workspace: their records stay, they lose access. Any member but the owner can Leave the workspace themselves; the owner has no Leave action.
The list is searchable by name or email address, so a long roster stays workable.