Updated
Workspace Roles
Not everyone who touches a workspace should be able to change everything in it. Four roles — Owner, Admin, Member, Viewer — keep access matched to responsibility.
Illustrative workflow
Step 1
Invite by email
Add someone to a workspace by email; they show as Invited until they accept and become Active.
Step 2
Assign a role
Owner (full control), Admin (manage members and settings), Member (create and edit work), or Viewer (read-only) — pick the level that matches the person.
Step 3
Track every change
A full activity log records who did what, on every project, so access isn't just granted and forgotten.
How It Works
Invite by email
Add someone to a workspace by email; they show as Invited until they accept and become Active.
Assign a role
Owner (full control), Admin (manage members and settings), Member (create and edit work), or Viewer (read-only) — pick the level that matches the person.
Track every change
A full activity log records who did what, on every project, so access isn't just granted and forgotten.
Why It Matters
Frequently Asked Questions
Can I change someone's role after inviting them?
Yes — a workspace Admin or Owner can update any member's role at any time.
What can a Viewer actually see?
A Viewer can see projects, tasks, and reports, but can't create, edit, or delete anything.
Can a workspace have more than one Owner?
Ownership follows the workspace itself; day-to-day management responsibility is typically handled through the Admin role.
Apply this to your workflow
Project Kickoff Checklist and Meeting Agenda
A project kickoff aligns the people doing and approving the work on the outcome, scope, roles, constraints and first decisions. Finish with an agreed brief and owned next actions, rather than treating attendance as evidence of alignment.
ExploreHow to Assign Tasks: Ownership, Deadlines and Follow-Up
Assign a task by agreeing the outcome, accountable owner, required inputs, finish condition and realistic timing. Check the person's capacity and authority before treating the assignment as an accepted commitment.
ExploreProject Handoffs: Context, Acceptance and a Named Owner
A project handoff transfers responsibility with enough context for the next owner to act. It should include the current state, completion criteria, relevant decisions, open risks and a clear agreement that the recipient accepts ownership.
ExploreSee Workspace Roles in Your Own Workspace
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