Collaborating within a workspace is made simple by inviting others to join as collaborators. This allows them to access, contribute, and share responsibilities effectively within your workspace.

Only workspace admins have the ability to manage and invite collaborators. If you need this permission, ask a workspace admin to upgrade your role to Admin. to learn more about permissions click here

Inviting Workspace Members

Log in to your account.
From the Homepage, go to the workspace name located at the top of the sidebar.
click on the icon Next to workspace name
hover over the workspace you want to manage and click on the ellipsis (...) icon
from the list, Click Add Members
In the dialog box, enter the collaborator’s email address.
Optionally, include a custom message for additional context or instructions.
Choose the appropriate access level for the collaborator from the permissions dropdown. to learn more about workspace permissions click here.
Click the Send Invite button.
The user will receive an email invitation to join the workspace. If they don’t have an account, they’ll be prompted to create one.

Accepting an Invitation

Via Email

Check your inbox for an invitation email. If it doesn’t appear, check the spam folder.
Click the Accept Invitation button in the email and follow the steps to create an account or log in.

Via Notification

If you already have an account, you’ll also see a notification in your dashboard.
Choose Accept or Reject to respond to the invitation.

Upon accepting, the collaborator will gain access to the workspace with the assigned default role.

Key Points

Collaborators can only be added via email, and each email address must be unique.
If the collaborator wishes to use a different email, the workspace admin must send an updated invitation.

This process ensures seamless collaboration while maintaining full control over roles and permissions in your workspace.

Managing Members

The Members tab enables Admins to create new teams, monitor their access and members.

Modifying an Existing Member's Role

To modify an existing member role:

1. Hover over the workspace name.

2. Click the ellipsis (…) icon

3. select "Members" from the drop-down menu.

4. Find the Member whose role you want to modify.

5. Click on their current role.

6. select a new Role level from the drop-down list. For detailed information about roles levels, click here.

7. The updated role will take effect immediately.

Searching for Members by Name

To find a specific member:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the drop-down menu.
enter the Member’s name in the search field.

Filtering Members by Applications

To filter members based on their assigned Application:

Hover over the workspace name.
click the ellipsis (…) icon
select "Members" from the list.
Click "All Application" , Under the Member tab.
Choose the application you want to filter by.
The filter will take effect immediately.

members assigned as workspace admins will be displayed

Filtering Members by Applications and Tables

To filter members based on their assigned Tables:

Hover over the workspace name.
click the ellipsis (…) icon
select "Members" from the list.
Click "All Application" , Under the Member tab.
Choose the application you want to filter by.
Choose the table you want to filter by.
The filter will take effect immediately.

members assigned as workspace and application admins will be displayed as well

Deactivating a member

To deactivate a member and revoke their access:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the drop-down list.
Find the member you want to deactivate.
Toggle off the switch associated with the member at the end of the table.
The deactivation takes effect immediately.

Deactivated members will no longer have access to any workspace data. However, if they were previously assigned to any rows within tables, they will still be listed as collaborators but will not be assigned to new rows after deactivation.

Reactivating a member

To restore access to a previously deactivated member:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Find the user you want to reactivate.
Toggle on the switch associated with the member at the end of the table.
The member will regain access immediately.

Removing a member from

To Delete a member:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Find the user you want to reactivate.
Scroll to the end of the table and click the trash icon next to their name.
A warning message will appear—click "Delete" to finalize the removal.

Managing Teams

The Teams tab enables Admins to create new teams, monitor their access and members.

How to Create New Team

To Create a new team follow these steps:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Click "Add Team".

6. In the dialog box, write the Team name.

7. Choose the appropriate access level for the collaborator from the permissions dropdown. to learn more about workspace permissions click here.

From the drop-down list, choose the team members.
The selected team will now have the assigned role within the workspace.

BE careful! Members Roles ALWAYS override Teams Roles

Modifying an Existing Team’s Role

To change a team’s role within an workspace:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Find the team whose role you want to modify.
Click on their current role and select a new Role from the drop-down list. For detailed information about roles, click here.
The updated role will take effect immediately.

Searching for Teams by Name

To quickly locate a specific team within an application:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Use the Search Bar, Under the Teams tab
write the team’s name in the search field.

Filtering Teams by Applications

To filter teams based on their assigned Application:

Hover over the workspace name.
click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Click "All Application”, Under the Teams tab.
Choose the application you want to filter by.
The filter will take effect immediately.

teams assigned as workspace admins will be displayed

Filtering teams by Applications and Tables

To filter teams based on their assigned Tables:

Hover over the workspace name.
click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Click "All Application”, Under the Teams tab.
Choose the application you want to filter by.
Choose the table you want to filter by.
The filter will take effect immediately.

teams assigned as workspace and application admins will be displayed

Removing a team from workspace

To Delete a Team:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Members" from the list.
Click on Teams Tab
Find the team you want to reactivate.
Scroll to the end of the table and click the trash icon next to their name.
A warning message will appear—click "Delete" to finalize the removal.

Managing Invitations

The Invites tab enables Admins to invite new users, monitor invitation statuses, and track when invitations were sent and accepted.

Tracking Invitations

The Invites tab consolidates all invitee information in a structured table, displaying:

Email Addresses: The recipients of the invitations.
Assigned Role: The role designated for the invitee at the time of invitation.
Invitation Status:
- 🟢 Accepted – The user has accepted the invitation.
- 🟡 Pending – The invitation is awaiting a response.
- 🔴 Expired – The invitation has expired.
Invitation Date: The date the invite was sent.
Acceptance Date: The date the invitation was accepted.

Inviting New Members

To invite a new member to the workspace:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Permissions" from the drop-down menu.
Click the "Invites" tab at the top of the page.
Write the Email address for the invitee.
Select the appropriate role for the invitee.
Click "Send Invite" to complete the process.

Tracking Existing Invitations

To review sent invitations:

Hover over the workspace name.
Click the ellipsis (…) icon
select "Permissions" from the drop-down menu.
Click the "Invites" tab at the top of the page.
Check the status column to see if the invite has been accepted, is pending, or has expired.

If an invitation is still pending, you can modify the assigned role before the user accepts it.