💡 This article applies to Admins or Owners of a workspace.

Add people in your workspace

You can navigate to WORKSPACE SETTINGS from the Profile Pic Drop panel on the top right from any screen. Now click on Add/remove people or change their access as shown in the image below.

If you're not an admin, you won't be able to see this section. If you still would like to add or remove users from the workspace, you'd need to request a Workspace Admin or Owner to do so on your behalf.

Here, at first you can see a list of users in your Workspace.

You can see the following fields:

• User Profile Pic

• User Name

• Email

• Designation

• Company

• Role in Workspace

• When the user was invited to this workspace

• When the user first logged into this workspace

Beneath this table, you can see options for inviting new users,

You can invite someone simply by entering their Email and Company in the empty fields as shown in the image. You may also leave a note for them if you'd like. If you decide to add a note, click on the icon as shown in the image and this note will be included in the email we send them.

Remove users from your workspace

In order to remove a user from the workspace, go to WORKSPACE USERS page as instructed above.

Now go through the list of users to find the specific user. This becomes extremely tedious when you have a large no. of users present in your workspace.

To solve such issues we have the search functionality!

You can search for the user using search functionality, Click on the 🔍 icon as shown below, this will enable the search bar where you can type in any details of the user which implies that you can type in name, email ID, designation, company or role to search the respective user.

Hover over the cursor at the user you wish to remove and a delete icon 🗑 will appear.

Click on it as shown in the image below.

A pop-up window will appear for your confirmation, click on CONFIRM to remove the user from your workspace.

📓Note

Only editors and managers in your workspace add up to your cost. So if you invite someone from over here and don't add them as an editor or manager to a project, then you don't have to pay for them.

This gives Admins a lot of freedom to invite anyone they'd like without worrying about paying for them. When ready, they can be invited as editors to a project in the workspace or as viewers which are always free.