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:
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Within the workspace, hover over the application name.
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Click the ellipsis (…) icon
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Select "Permissions" from the drop-down list. This will open the permissions management panel for the application.
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Click "Add Members", Ensure that the user has already been invited to the workspace before adding them to a specific application.
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From the drop-down list, choose the member you want to invite.
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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.
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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:
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Within the workspace, hover over the application name.
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click the ellipsis (…) icon.
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select "Permissions" from the drop-down list.
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Find the Member whose role you want to modify.
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Click on their current role.
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select a new Role level from the drop-down list. For detailed information about roles levels, click here.
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The updated role will take effect immediately.
Searching for Members by Name
To quickly locate a specific member within an application:
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Within the workspace, hover over the application name.
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click the ellipsis (…) icon.
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select "Permissions" from the drop-down list.
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Use the Search Bar, Under the Members tab.
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enter the Member's name in the search field.
Filtering Members by Role
To filter application members based on their assigned roles:
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Within the workspace, hover over the application name
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click the ellipsis (…) icon
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select "Permissions" from the list.
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Click "All Roles" , Under the Permissions tab.
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Choose the role you want to filter by.
Removing a Member from an Application
If a member needs to be removed from an application:
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Within the workspace, hover over the application name
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click the ellipsis (…) icon
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select "Permissions" from the list.
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Locate the member in the member list.
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Scroll to the end of the table and click the trash icon next to their name.
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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:
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Within the workspace, hover over the application name.
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Click the ellipsis (…) icon
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select "Permissions" from the drop-down list. This will open the permissions management panel for the application.
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Click on Teams Tab
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Click "Add Team", Ensure that the team has already been created in the workspace before adding them to a specific application.
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From the drop-down list, choose the team you want to invite.
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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.
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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:
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Within the workspace, hover over the application name
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click the ellipsis (…) icon
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select "Permissions" from the drop-down list.
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Click on Teams Tab
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Find the team whose role you want to modify.
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Click on their current role and select a new Role from the drop-down list. For detailed information about roles, click here.
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The updated role will take effect immediately.
Searching for Teams by Name
To quickly locate a specific team within an application:
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Within the workspace, hover over the application name
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click the ellipsis (…) icon
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select "Permissions" from the drop-down list.
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Click on Teams Tab
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Use the Search Bar, Under the Teams tab
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write the team’s name in the search field.
Filtering Teams by Role
To filter application Teams based on their assigned roles:
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Within the workspace, hover over the application name.
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click the ellipsis (…) icon.
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select "Permissions" from the list.
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Click on Teams Tab.
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Click "All Roles”, Under the Permissions tab.
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Choose the role you want to filter by.
Removing a Team from an Application
If a Team needs to be removed from an application:
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Within the workspace, hover over the application name.
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click the ellipsis (…) icon
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select "Permissions" from the list.
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Click on Teams Tab
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Locate the Team in the Teams list.
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Scroll to the end of the table and click the trash icon next to the team’s name.
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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.