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How to manage workspace members (invite, change role, remove) šŸ‘„

Invite people to your workspace, choose their role (Admin or User), change roles and remove members.

Invite your team to a workspace so you can work on the same projects. The workspace Owner manages who is in the workspace and what role each person has.

How do I open the member list?

1. Open the profile menu (top-right) → Settings → Workspace Settings. You can also click the workspace box in the bottom-left corner and then the gear icon.

2. On the Workspaces tab, find the workspace and click the Members icon (the people icon) under Customize & Manage.

The list shows each member's name, email and role.

How do I invite someone?

1. In the Members window, click Add Members.

2. Enter their email address and choose a Role: User or Admin.

3. Click Send Invite.

They get an email invitation and join once they accept it. If they don't have a CAMB.AI account yet, they create one with the same email address. See How to accept an invite to join a workspace.

Which role should I give?

  • Owner: full control, including members, roles, billing and Insights. Each workspace has one Owner (the person who created it).

  • Admin: manages projects and content, but not members or billing.

  • User: works on projects with the main tools.

Full list of what each role can do: What is role-based access?

How do I change a member's role?

In the Members window, open the Role menu next to the person and pick Admin or User. The change applies straight away.

How do I remove a member?

Click the bin icon under Action next to the person. They lose access to the workspace and its projects.

Good to know

  • Only the workspace Owner can add or remove members and change roles.

  • Don't share logins: invite each person with their own email, so access stays secure and you can see who did what in Insights.

  • Enterprise teams can sign in with their company account using single sign-on (SSO).

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