Guide / People and access

Members and roles

Add people to a workspace and decide what each role may do.

Everyone works inside a workspace, and what they may do there is decided by their role. Open the workspace menu in the top bar and choose Settings to see its members and roles.

The members of a workspace, each with a role.

Add a member

  1. Press + Add member.
  2. Type a @username, a name or an e-mail; the list narrows as you type. Pick the person.
  3. Choose a role and press Add.

The person must already have an account. For someone who does not, use an invitation link (next article). You can change a member’s role from the list or remove them.

Roles and permissions

A role is a name and a set of permissions. The built-in Owner role has all of them and cannot be edited. Press + New role to make your own, or Edit on an existing one.

Editing a role: its name and the permissions ticked.
PermissionLets a person
Manage membersAdd, remove and change the role of members; create invitation links.
Manage rolesCreate, edit and delete roles.
Manage workspace settingsChange the workspace itself.
Create / Edit / Delete collectionsMake collections, change their settings, schema and pages, and delete them.
Add / Edit / Delete entriesWork with the entries of collections.
Manage encryption & passwordsProtect collections and entries, and see the activity log.
Tip. A role with no permissions is a reader: it can see what it has access to and change its own personal values. That is often exactly what a family member or a guest needs.