Workspace
Updated

Managing Members

Owners and administrators manage the member list: they change roles and remove members whose role is no higher than their own. Nobody can change their own role, and any member can leave a workspace.

Change a member's role

  1. Open Workspace Settings and find the member.
  2. Choose the new role: Owner, Administrator, Operator or User.
  3. Save.

Rules:

  • You can only grant a role up to your own, so only an owner can make someone an owner.
  • Administrators cannot change or remove owners.
  • You cannot change your own role.

Control what a User can see

User members only see accounts they are granted. An owner or administrator opens Manage Account Access for the member and sets each account to None or Access. Access lets the member view and query the account through the app, MCP servers and the CLI.

Remove a member

  1. Open the member in Workspace Settings.
  2. Click Remove Member and confirm.

Access is revoked immediately. A new invitation is required to return.

Leave a workspace

Click Leave Workspace on your own membership to remove your access.

Good habits

  • Review the member list regularly and remove people who no longer need access.
  • Keep a second owner so billing isn't blocked if someone leaves.
  • Move people to a lower role when their responsibilities change.

Related: Inviting Members, Roles and Permissions.

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