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Members: Managing Your Team

Step 1: Open the Members Page

  1. Click Members in the left sidebar
  2. You will see all current workspace members and their roles

Step 2: Add a New Member

  1. Click Add Member
  2. Enter their email address
  3. Select a role from the dropdown:
  • Organization Admin: Full access to everything, manages members and settings
  • Editor: Creates and edits datasets, dashboards, flows
  • Viewer: Read-only access to dashboards and AI Insights
  1. Click Add
  2. The user receives an invitation

Step 3: Change a Member's Role

  1. Find the member in the list
  2. Click the role dropdown next to their name
  3. Select the new role
  4. The change takes effect immediately

Step 4: Remove a Member

  1. Find the member in the list
  2. Click Remove
  3. Confirm the removal
  4. The user loses access to this workspace immediately

Role Permissions Reference

Capability Organization Admin Editor Viewer
View dashboards and data Yes Yes Yes
Use AI Insights Yes Yes Yes
Create/edit datasets Yes Yes No
Create/edit dashboards Yes Yes No
Create/edit flows Yes Yes No
Manage members Yes No No
Manage connections Yes No No
Organization settings Yes No No

Best Practices

  • Give Viewer access to stakeholders who only need to see dashboards
  • Use Editor for analysts who build datasets and reports
  • Limit Organization Admin to people who manage the workspace and connections
  • Remember that connections are organization-level, shared across all workspaces
  • A single user can hold different roles across multiple workspaces