What You Can Do on This Page
- Browse Existing Users – See all users associated with this workspace, along with key metadata.
- Edit User Details – Change a user’s assigned roles or update their status.
- Delete a user – Remove a user’s access entirely.
- Reset Password – Trigger a password reset email for any user who needs to regain access.
- Invite New Users – Add new team members (must already exist in the global Admin panel) and assign them workspace-specific roles.
Field-by-Field Breakdown
| Field | Description |
|---|---|
| Name | The user’s full name as registered in the global account settings. |
| The email address they use to log in. | |
| Roles | The workspace-specific role(s) assigned (e.g., Admin, Editor, Viewer). Roles control the scope of actions the user can perform. |
| Status | Indicates whether the user is Active or Inactive (disabled). Inactive users cannot log in. |
| Action | - Edit: Update roles or toggle status. - Delete: Permanently remove the user from this workspace. - Reset Password: Send a reset link. |
Adding a New User
- Click Add User.
-
In the Add User form:
- Select User: Choose from existing global users in your organization.
- Assign Role: Pick one or more workspace roles to define their permissions.
- Click Save to invite the user to this workspace.
Only users already created at the global Admin level can be added here. To create a new global user, please visit the Admin panel outside of this workspace.