Manage team member access in a Workspace

You can control who can open a Workspace and what they can do in it. Workspace access also applies to all Documents inside that Workspace.

Open Workspace Access Settings

1. Go to Menu → Workspaces.
2. Find the Workspace you want to manage.
3. Open the Workspace 3-dot menu.
4. Click Team members with access.

!People & access dialog

This opens the People & access dialog.

Add, Change, or Remove Access

1. In People & access, use Add people to add a Team Member.
2. Choose a role from the dropdown next to their name.
3. To change access for an existing Team Member, use their role dropdown.
4. To remove access, select Remove access.

!Role options in People & access

Available roles:

• Owner — one per Workspace
• Editor
• Scope editor
• Commenter
• Viewer

What Each Access Level Means

On first reference in this dialog, you can use the People & access info icon to review role details.

• Owner / Editor: Full access to all documents and can create new ones.
• Scoped Editor: Can create new documents, but only access those they’re assigned to.
• Commenter: Can view all documents and leave comments - no edits.
• Viewer: Can view all documents - no comments or edits.

Important Rules

• All Workspaces are private.
• Each Workspace has one owner.
• Workspace access is inherited by all Documents in that Workspace.
• Document access can give a Team Member higher access than their Workspace access.
• Workspace access cannot reduce access already granted on a Document.
• A Team Member can have different roles in different Workspaces.
• Team Members without Workspace access cannot view the Workspace unless they have access to at least one Document in it.
• If they only have Document access, the Workspace appears in a limited view and the Workspace 3-dot menu is hidden.
• Sharing limits apply:

  - Up to 50 active users per Workspace

  - Up to 25 active users per Document

• If a Team Member becomes inactive, their Workspace and Document access is removed.
• Pending invitations older than 16 days are removed automatically.

Transfer Workspace Ownership

1. Open People & access for the Workspace.
2. Open the role dropdown for the Team Member you want to make the owner.
3. Select Transfer ownership.
4. Confirm the change.

Only one Team Member can be the Owner at a time.

Common Questions

Why can’t you see a Workspace?

You need access to the Workspace, or access to at least one Document inside it.

Why can’t you edit a Workspace?

If you only have access to specific Documents, the Workspace opens in a limited view and the Workspace 3-dot menu is hidden.

Why does someone have more access on a Document than in the Workspace?

Document-level access can increase access for that specific Document.

Why was a Team Member removed from access?

This usually happens when the Team Member became inactive or their pending invitation was older than 16 days.