Managing Team Members

Effectively manage your workspace team by updating roles, removing members, and transferring ownership as your team evolves.

Viewing Team Members

Access your team member list:

The members list displays:

• Name and email - Member identification
• Role - Current permission level
• Status - Active, pending, or suspended
• Last active - Last login time
• Joined date - When member joined workspace

Changing Member Roles

Update permissions as team responsibilities change:

Role Change Permissions

Who can change roles:

• Owners - Can change any member's role
• Admins - Can change Viewer and Editor roles
• Editors - Cannot change roles
• Viewers - Cannot change roles

Removing Team Members

Remove members who no longer need access:

What Happens When Members Are Removed

• Access - Immediately revoked to all workspace resources
• Dashboards - Created dashboards remain but ownership transfers to workspace owner
• Queries - Saved queries remain accessible to team
• Sessions - Active sessions terminated within 5 minutes
• Re-invitation - Can be re-invited anytime

Suspending Members

Business

Temporarily disable access without full removal:

Suspended Member Status

• Cannot log in to workspace
• Retains role for when unsuspended
• Content preserved - Dashboards and queries remain
• Can be unsuspended by admins or owners

Unsuspending Members

1. Find suspended member in Members list
2. Click Suspended filter to show suspended members
3. Click menu next to member
4. Select Unsuspend
5. Member regains previous access level

Transferring Workspace Ownership

Transfer full workspace control to another team member:

Ownership Transfer Effects

Current owner:

• Demoted to Admin role
• Loses billing access
• Loses ability to delete workspace
• Retains all other permissions

New owner:

• Gains full workspace control
• Receives billing management access
• Can transfer ownership again
• Can delete workspace

Member Activity Monitoring

Team

Track team member activity and usage:

Activity Metrics

• Last login - Most recent workspace access
• Dashboards created - Total dashboards authored
• Queries run - Recent query activity
• Data exported - Export actions taken
• Resources accessed - Connections and collections viewed

Viewing Activity

1. Navigate to Workspace Settings > Members
2. Click member name to view profile
3. Select Activity tab
4. Review activity timeline

Bulk Member Management

Business

Manage multiple members simultaneously:

Bulk Role Changes

Bulk Removal

1. Select multiple members via checkboxes
2. Click Bulk Actions > Remove Members
3. Review members to be removed
4. Confirm bulk removal

Team Member Limits

Different plans support different team sizes:

Plan	Team Members	Pending Invitations
Free	3	5
Team	25	50
Business	100	200
Enterprise	Unlimited	Unlimited

Member Permissions Summary

Quick reference for what each role can do:

Viewer Permissions

• View dashboards
• Run queries
• Export data
• View connections (metadata only)

Editor Permissions

• All Viewer permissions
• Create/edit dashboards
• Create/edit queries
• Share resources with team
• Clone existing resources

Admin Permissions

• All Editor permissions
• Invite team members
• Remove team members
• Change member roles (except Owner)
• Manage workspace settings
• Add/edit/delete connections

Owner Permissions

• All Admin permissions
• Transfer ownership
• Delete workspace
• Manage billing and subscription
• Access audit logs

Best Practices

Regular Access Reviews

• Review team members quarterly
• Remove members who left organization
• Verify roles match current responsibilities
• Check for inactive accounts

Role Assignment

• Start with Viewer for new members
• Promote to Editor as trust builds
• Limit Admin to essential personnel
• Only trusted leads should be Owner

Offboarding Process

1. Remove from workspace immediately
2. Transfer ownership of critical dashboards
3. Document their created resources
4. Review their connection access
5. Audit recent activity

What's Next?

• Workspace Settings
• Understanding RBAC
• Audit Logs