User permissions control what each member of your organization can see and do in your account. Assigning the right access level helps protect sensitive information while making sure team members have the permissions they need to do their work.
You can manage user access from your account settings and update permissions whenever a team member's responsibilities change.
Prerequisites
Before managing user permissions, make sure you:
- Have administrator access to the account
- Know which users need access
- Understand the level of access each user requires
- Have the user's email address if you are inviting a new member
Tip: Give users only the permissions they need for their role. You can increase or reduce access later if their responsibilities change.
Invite a New User
1. Open User Management
Sign in to your account and click Workspace in the sidebar.
Go to Team Members.
2. Add a user
Click Invite Team Member.
Enter the user's email address and select the appropriate access level.
Optional: You can include a personal message for the invitee.
3. Select an access level
Choose the role that matches the user's responsibilities.
For example:
- Admin — Can manage users, permissions, and workspace settings.
- Member — Can create and modify content or data but cannot manage organization-wide settings.
4. Send the invitation
Review the user's email address and access level, then click Send invitation.
The user will receive an invitation and can follow the instructions to join the workspace.
Change a User's Permissions
You can update a user's access level when their responsibilities change.
- Go to Workspace → Team Members.
- Find the user you want to update.
- Click the ⋮ menu.
- Click Make Member / Make Admin.
Remove User Access
When someone no longer needs access to your workspace, remove their access promptly.
- Open Workspace → Team Members.
- Find the user.
- Open the ⋮ menu next to their name.
- Click Remove Member.
Tips and Common Mistakes
Follow the principle of least privilege
Give users the minimum level of access required to perform their work. Avoid assigning administrator permissions unless they are necessary.
Review permissions regularly
Check your user list periodically, especially after team changes, promotions, or changes in responsibilities.
Remove inactive users
Don't leave access enabled for users who no longer work with your organization or no longer need access.
Be careful with administrator access
Administrator permissions can allow users to change security settings, manage other users, or access sensitive information. Assign them only when necessary.
Check access after changing roles
When a user's responsibilities change, review both their new permissions and the permissions they no longer need.
Best Practice: Keep your user list and access levels up to date. Regular permission reviews reduce unnecessary access and help ensure that sensitive information is available only to the people who need it.