Member management
Manage workspace members in Settings → General. You can invite new members, assign roles, and remove access.Removing members
When you remove a user from a workspace:- The user immediately loses access to the workspace
- The user can no longer view or manage workspace resources
- The user’s status is set to “REMOVED” and they are excluded from workspace operations
- The removal is immediate and takes effect on the user’s next action
Workspace deletion
When you delete a workspace, the following happens automatically:- All workspace data is permanently removed
- All integration connections are automatically cleaned up
- OAuth tokens and API credentials are revoked
- Members lose access to the workspace
Workspace roles
Workspace roles control what each team member can access.| Role | Typical access |
|---|---|
| Admin | Full workspace access, including billing, settings, member management, API tokens, and destructive actions. |
| Member | Can create and edit day-to-day resources such as agents, automations, contacts, and integrations. Restricted from sensitive settings and destructive admin actions where enforced. |
| Viewer | Read-only access. Can inspect resources but cannot create, edit, activate, delete, or disconnect them. |
Exact permissions can vary by workspace configuration and feature availability. Admins should review sensitive areas such as API tokens, webhooks, billing, audit logs, and integration management before inviting users.