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The User Roles and Workspaces management feature lets organisation owners govern access for team members across an organisation and its workspaces. From the platform, organisation owners can:
  • assign roles at the organisation level (for cross-workspace access),
  • set granular permissions at the workspace level,
  • create workspaces and allocate credits per workspace.

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Key terms

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User roles

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Organisation-level roles

Apply across all workspaces in the organisation.

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Workspace-level roles

Apply to a single workspace.

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How organisation roles carry into workspaces

An organisation role grants an implicit workspace role everywhere in the organisation, so you rarely need to assign both:
Organization Owner and Organization Editor both inherit the same level — Workspace Editor. Administering the organisation happens at organisation level; it does not grant extra rights inside an individual workspace.
Use Organization Guest when someone should only reach specific workspaces: the role grants nothing on its own, so their access is exactly the workspace roles you assign.

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Step-by-step

1

Open Settings

Log in, click your profile icon in the bottom-left corner, then click Settings to manage users and roles.
Settings entry

Open the Settings panel

Settings exposes two main sections: Workspaces and Members.
2

Invite a new member

From Members, click + Invite, enter the user’s email, and pick an organisation role (Guest, Viewer, Editor, Owner).
Invite member

Invite a member

New emails receive a welcome email. Existing Guest users are granted access without an email notification.
3

Manage roles for existing users

From Members, view all users with their organisation role. Select a user to update their role (e.g. Editor → Viewer) or remove them.
Manage users

Manage existing users

4

Create and manage workspaces

Open the Workspaces list.How many workspaces you can create depends on your plan:Assign a workspace name and a credit limit. Credits allocated at the organisation level can be distributed across workspaces as you see fit.
Create workspace

Create a workspace

5

Add users to a workspace

Click Invite Member, enter the email, then assign a workspace role (Viewer or Editor).
Invite to workspace

Invite to workspace

6

Manage workspace permissions

Update permissions for users with an organisation role of Guest within the workspace.
Workspace permissions

Manage workspace permissions

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What’s next

API Keys

Issue and manage API keys for integrations.

Credit System

Understand how usage is metered.