How to manage members and guests in a workspace

How to manage members and guests in a workspace

Use the Members & Guests in the Workspace settings to review who has access to your workspace and manage their roles, licenses, and access.

Before you start

  1. Only the Workspace Owner and Workspace Admins can manage workspace members and guests.
  2. The Guests list is available on paid plans.

Access Members & Guests settings

  1. Open the workspace you want to manage.
  2. Open the Workspace menu and select Workspace settings.


  3. Go to the Members tab on the Free plan, or the Members & Guests tab on paid plans.

From this section, you can view and manage the people who have access to your workspace or its shared content.
Info
You can quickly open the Members & Guests tab by selecting Manage members from the Workspace menu.

Manage workspace members

Workspace members have access across the workspace based on their assigned role. From the Members list, you can:
  1. View workspace members and their roles, and review which members use workspace licenses
  2. Invite members to access your workspace
  3. Change a member’s workspace role
  4. Remove members who no longer need workspace access


For step-by-step instructions, see:
  1. How to invite your team to access your workspace
  2. How to change a workspace member’s role
  3. How to remove users from a workspace

Manage guests

Guests are users who are not workspace members but have access to specific boards or folders shared with them. From the Guests list, you can:
  1. View Guests and the content shared with them
  2. Review whether they are a Guest Editor or Guest Viewer
  3. Promote a Guest to a Workspace Member
  4. Remove a Guest’s access across the workspace


For step-by-step instructions, see:
  1. How to promote a Guest to a Workspace Member
  2. How to remove a guest from your workspace
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