#User Management - Workspace Members Guide
The Users page provides a comprehensive interface for managing workspace members, their roles, and access to projects. Users are individual team members who can be invited to the workspace and assigned roles and permissions.
#Accessing Users
- Navigate to the workspace by clicking on it from the Workspaces page.
- In the workspace sidebar, click on “Users” or navigate to
/workspace/:workspaceId/users.
- As a result, you’ll see the Users page with a list of all workspace members.
#Viewing Users
The Users page displays all workspace members in a list format. Each user card shows:
- Avatar: User’s profile picture or initials
- Full Name: The user’s display name
- Email Address: The user’s email ID
- Role Badge: The user’s current role (e.g., “OWNER”, “Administrator”, “Workspace Manager”)
#Filtering Users
You can filter the users list to find specific members:
Search by Name or Email:
- Use the search bar to type a user’s name or email address
- Search is case-insensitive and matches partial text
- Results update as you type
Filter by Role:
- Use the role dropdown to filter users by their assigned role
- Select a specific role to see only users with that role
- Clear the filter to show all users
Clear Filters:
- Click the “Clear” button to remove all active filters
- The button is only enabled when filters are active
#Inviting Users
You can invite new users to the workspace if you have the appropriate permissions.
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On the Users page, click the “Invite Users” button in the header.
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A modal “Invite Users” will appear. You can add users in two ways:
Manual Entry:
- Type an email address in the search field
- Press Enter or click the add button to add the user
- Invalid email addresses will be highlighted
- Continue adding more users as needed
Bulk Upload:
- Click “Upload CSV/JSON” to upload a file
- Supported formats: CSV or JSON files (max 5MB)
- CSV format:
email,role (e.g., user@example.com,Administrator)
- JSON format:
[{"email": "user@example.com", "role": "Administrator"}]
- The file will be parsed and users will be added automatically
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Assign Roles: For each user, select a role from the dropdown:
- Available roles depend on your workspace configuration
- Each user must have a role assigned before sending invites
- You can assign different roles to different users
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Click “Send Invites” to send invitations to all added users.
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As a result, invitation emails are sent to the users, and they’ll appear in the users list once they accept the invitation.
#Viewing User Details
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Click on a user card from the users list.
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As a result, the user details panel opens on the right side, showing:
User Information:
- Full name and email address
- Current workspace role
- Role badge (can be edited if you have permissions)
Projects (workspace context):
- List of all projects the user has access to
- Project name and assigned role for each project
- Ability to add/remove projects and change roles
Groups:
- List of all groups the user belongs to
- Group names
- Ability to add/remove groups
#To edit a user’s role:
- Click on a user card to open their details.
- Click the “Edit” button in the user details panel.
- The role dropdown becomes editable. Select a new role from the dropdown.
- Click “Save” to apply the changes.
- As a result, the user’s role is updated, and a confirmation dialog may appear.
#To assign a user to projects:
- Open the user’s details panel.
- Click “Edit” to enter edit mode.
- In the “Projects” section:
- Click “Add Project” to assign the user to a project
- Select a project from the dropdown
- Select a role for that project
- Click the plus icon to add the assignment
- Repeat for additional projects
- To remove a project assignment, click the trash icon next to the project.
- Click “Save” to apply all changes.
#To assign a user to groups:
- Open the user’s details panel.
- Click “Edit” to enter edit mode.
- In the “Groups” section:
- Click “Add Group” to add the user to a group
- Select a group from the dropdown
- Click the plus icon to add the user to the group
- Repeat for additional groups
- To remove a group assignment, click the trash icon next to the group.
- Click “Save” to apply all changes.
#Removing Users
- Open the user’s details panel.
- Click the “Delete” button at the bottom of the panel.
- A confirmation dialog will appear asking you to confirm the deletion.
- Click “Confirm” to remove the user.
- As a result, the user is removed from the workspace and loses access to all workspace resources.
Note: You cannot delete the workspace owner. The owner role cannot be changed or removed.
#User Properties
Each user in the workspace has the following properties:
- Email ID: Unique identifier (used for login)
- Full Name: Display name
- Workspace Role: Role within the workspace (Owner, Administrator, etc.)
- Project Roles: Role assignments for specific projects
- Group Memberships: Groups the user belongs to
- Status: Active, Invited, or Disabled
- Avatar: Profile picture or initials
#Permissions
Access to user management features depends on your role:
- Workspace Owner: Full access to all features
- Administrator: Can manage users, assign roles
- Workspace Manager: Can invite users
- Team Member: Can view users (read-only)
- Viewer: Read-only access
#Best Practices
When managing users:
- Role Hierarchy: Understand the role hierarchy and assign appropriate roles
- Regular Audits: Periodically review user access and permissions
- Project-Specific Roles: Assign project-specific roles when users need different permissions in different projects
- Group Organization: Use Groups to organize users with similar access needs
- Clear Communication: Inform users about their roles and permissions
#Use Cases
Onboarding New Members:
- Invite new users via email
- Assign them to appropriate Groups
- Grant access to relevant projects with appropriate roles
Role-Based Access:
- Assign workspace roles to control overall access
- Assign project roles for project-specific permissions
- Use groups to apply consistent permissions across team members
Access Management:
- Review and update user roles as responsibilities change
- Remove users who no longer need workspace access
- Manage project access for individual users
#Next Steps
- Learn about Groups to organize users into logical collections
- Explore Roles to configure access control