Understand workspace roles

Workspace roles help your organization decide who can do what. Begin with the work a teammate needs to perform, then choose the appropriate access. This lesson explains the role model and the membership review.

It does not require creating a new account or changing a live permission. Open Team to review the current workspace members and their assigned roles. Confirm that you are looking at the intended workspace.

Check the member name and email as well as the role label. Similar names or an old email address can lead to the wrong access decision. The role model includes Owner, Admin, Member, and Viewer.

Owner is the highest workspace role. Admin covers administration responsibilities. Member supports normal work, while Viewer is read-oriented where supported.

Check the permissions for the specific action you need, because a label alone does not describe every control. For example, an operations coordinator may need to review submissions and follow an approval process. Check whether ordinary member access is sufficient before assigning a broader role.

Treat billing, integration configuration, and workspace administration as separate responsibilities that deserve an explicit access decision. The Team view shows current membership. Use only the membership-management path available in your account.

If self-service invitations are unavailable, ask the workspace owner or support for the supported process. Do not assume a visible member list also provides an invitation or role-change control. After an approved access change, confirm the correct account and workspace.

Have the teammate check the intended task. Also confirm that actions outside the assigned responsibility remain restricted. Use individual accounts so the organization can identify who performed the work.

Review membership when a person changes responsibilities or leaves the organization. Temporary access should have a clear owner and an end point. Ask an authorized administrator to remove unneeded access through the supported process, and confirm the result rather than assuming a request completed it.

Keep a short access checklist: the correct person and workspace, the responsibility that requires access, and the role that supports it. Record who approves a change and verify the result afterward. Use the written guide when reviewing access with your workspace owner.