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Members: Managing Your Team

Learn how to add, remove, and manage team members in your workspace, including assigning roles like Organization Admin, Editor, and Viewer to control permissions.

Control who has access to your workspace and what they can do with role-based access control.

Open the Members Page

  1. Click Members in the left sidebar
  2. You will see all current workspace members and their roles

Add a New Member

  1. Click Add Member
  2. Enter their email address
  3. Select a role from the dropdown:
    • Organization Admin: Full access to everything, manages members and settings
    • Editor: Creates and edits datasets, dashboards, flows
    • Viewer: Read-only access to dashboards and AI Insights
  4. Click Add
  5. The user receives an invitation

Change a Member's Role

  1. Find the member in the list
  2. Click the role dropdown next to their name
  3. Select the new role
  4. The change takes effect immediately

Remove a Member

  1. Find the member in the list
  2. Click Remove
  3. Confirm the removal
  4. The user loses access to this workspace immediately

Role Permissions Reference

CapabilityOrganization AdminEditorViewer
View dashboards and dataYesYesYes
Use AI InsightsYesYesYes
Create/edit datasetsYesYesNo
Create/edit dashboardsYesYesNo
Create/edit flowsYesYesNo
Manage membersYesNoNo
Manage connectionsYesNoNo
Organization settingsYesNoNo

Best Practices

  • Give Viewer access to stakeholders who only need to see dashboards
  • Use Editor for analysts who build datasets and reports
  • Limit Organization Admin to people who manage the workspace and connections
  • Remember that connections are organization-level, shared across all workspaces
  • A single user can hold different roles across multiple workspaces

Updated 4 days ago