Administration and Collaboration
Manage Users, Roles, & Teams
Organize your workspace by managing user access, assigning appropriate roles, and creating team structures for efficient collaboration.
How it works
User roles - Four role types available: Super Admin (full access), Admin (most features), Member (standard access), and Guest (restricted external access).
Inviting members - Navigate to Workspace > Users, click "Add Member," enter email, select role and visibility group, then send invitation.
User suspension - Temporarily revoke access by clicking ⋮ next to username and selecting "Suspend"; reactivate from the suspended users list.
Visibility groups - Control data access with groups like Default Company, Developers, Marketing (maximum 3 groups per workspace).
Team organization - Assign users to visibility groups based on department or function for targeted access control.
Role management - View current role assignments under User Roles tab; use the gear icon to modify role settings.
Access impact - Suspended users lose access immediately and their synced data (emails, calendar) is removed from shared view.
Tips
Create visibility groups aligned with your organizational structure
Document role responsibilities to guide assignment decisions
Review suspended users quarterly to clean up inactive accounts
Use visibility groups to implement basic data segregation
FAQ
Q: What's the difference between suspending and deleting a user?
A: Suspension is reversible and maintains user data; deletion is permanent.
Q: How many visibility groups can I create?
A: Currently limited to 3 visibility groups per workspace.
Q: Can users belong to multiple visibility groups?
A: No, each user can only be assigned to one visibility group.
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