Application Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary.
Inviting New Members
To add a new member to an application, follow these steps:
Within the workspace, hover over the application name.
Click the ellipsis (…) icon
Select "Permissions" from the drop-down list. This will open the permissions management panel for the application.
Click "Add Members", Ensure that the user has already been invited to the workspace before adding them to a specific application.
From the drop-down list, choose the member you want to invite.
By default, members are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list.
Confirm the Assignment: The selected user will now have the assigned role within the application.
⚠️ Users must be invited to the workspace before they can be assigned a role to an application.
Modifying an Existing Member's Role
To change a member’s role within an application:
Within the workspace, hover over the application name.
click the ellipsis (…) icon.
select "Permissions" from the drop-down list.
Find the Member whose role you want to modify.
Click on their current role.
select a new Role level from the drop-down list. For detailed information about roles levels, click here.
The updated role will take effect immediately.
Searching for Members by Name
To quickly locate a specific member within an application:
Within the workspace, hover over the application name.
click the ellipsis (…) icon.
select "Permissions" from the drop-down list.
Use the Search Bar, Under the Members tab.
enter the Member's name in the search field.
Filtering Members by Role
To filter application members based on their assigned roles:
Within the workspace, hover over the application name
click the ellipsis (…) icon
select "Permissions" from the list.
Click "All Roles" , Under the Permissions tab.
Choose the role you want to filter by.
Removing a Member from an Application
If a member needs to be removed from an application:
Within the workspace, hover over the application name
click the ellipsis (…) icon
select "Permissions" from the list.
Locate the member in the member list.
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.
⚠️ Removing a user from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about Permission Hierarchy, click here.
Managing Teams Permissions in Application
Inviting New Teams
To add a new team to an application, follow these steps:
Within the workspace, hover over the application name.
Click the ellipsis (…) icon
select "Permissions" from the drop-down list. This will open the permissions management panel for the application.
Click on Teams Tab
Click "Add Team", Ensure that the team has already been created in the workspace before adding them to a specific application.
From the drop-down list, choose the team you want to invite.
By default, teams are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list.
The selected team will now have the assigned role within the application.
Teams must be created to the workspace before they can be assigned a role to an application. to learn how to create a team click here.
Modifying an Existing Team’s Role
To change a team’s role within an application:
Within the workspace, hover over the application name
click the ellipsis (…) icon
select "Permissions" from the drop-down 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:
Within the workspace, hover over the application name
click the ellipsis (…) icon
select "Permissions" from the drop-down 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 Role
To filter application Teams based on their assigned roles:
Within the workspace, hover over the application name.
click the ellipsis (…) icon.
select "Permissions" from the list.
Click on Teams Tab.
Click "All Roles”, Under the Permissions tab.
Choose the role you want to filter by.
Removing a Team from an Application
If a Team needs to be removed from an application:
Within the workspace, hover over the application name.
click the ellipsis (…) icon
select "Permissions" from the list.
Click on Teams Tab
Locate the Team in the Teams list.
Scroll to the end of the table and click the trash icon next to the team’s name.
A warning message will appear—click "Delete" to finalize the removal.
⚠️ Removing a team from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click here.