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.