Manage members

Invite members, change access levels, and remove members from a workspace.

A workspace can have several users. Use Settings → Members to invite new ones, change their access level, or remove them. You must be an admin to manage members.

Members management overview

Invite members

Add teammates to the workspace so they can collaborate on the same data and dashboards.

Open the invite dialog

Click + Invite member. A pop-up opens.

Enter the email address

Type the email address of the person you want to invite.

Enter member email

Pick the access level

Choose one of:

  • Member: Cannot access billing information and cannot invite new members.
  • Admin: Can access billing information and add new members.

Change a member's access level

Only an admin can change another member's access level.

Find the member

Scroll the member list and locate the user you want to change.

Member list with access level dropdown

Open their access-level menu

Click the current access level (Admin or Member) next to their name.

Pick the new access level

Select Admin or Member from the options.

Remove a member from a workspace

Find the member

Locate the user in the member list.

Open their menu

Click the current access level (Admin or Member) next to their name.

Remove them

Select Remove From Workspace. The member loses access immediately.

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