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How to Navigate the Users & Roles Section

Settings → Users & Roles opens "User management," with two tabs: User Management for your team list, and Roles & Permissions for the built-in role templates.

Steps

  1. Go to Settings → Users & Roles.
  2. Use "Invite user" to add a teammate, or "Transfer ownership" to hand over the Owner role.
  3. Use the User Management tab to search, filter by role, and manage existing team members.
  4. Use the Roles & Permissions tab to review what each role template can access.

Related Articles

  • How to Invite a New User to Your Workspace
  • What Permissions Does Each Role Have
  • How to Transfer Ownership of a Workspace

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