Workspace Settings

Manage users, roles, and permissions for your workspace.

Overview

Workspace settings control your automation environment. Each workspace operates independently with its own users, permissions, and automations. Use these settings to manage who can access your workspace and what they can do.

Settings

To access your workspace settings, click on your name or profile avatar in the bottom-left corner to open the user menu. Then select Workspace settings.

Overview

View essential information about your workspace in the Overview:

• Workspace name — The identifier for this environment (editable).

• Owner — Who manages the workspace.

• Created — When the workspace was established.

Users

Manage who has access to your workspace and what they can do. The Users section includes three tabs: Roles, Workspace Users, and Pending Invites.

Roles

View all the workspace roles and permission levels:

• Automation Author — Create and manage automations

• Automation Operator — Run and monitor automations

• CXO — Read-only executive access to workspace activity

• IT/Integrator — Manage API keys and external connections

• Member — Basic workspace access

• Workspace Admin — Full workspace administration

Workspace Users

View everyone who currently has access to this workspace, along with their assigned roles.

Pending Invites

Track invitations you've sent that haven't been accepted yet. You can access invite links and revoke invites from this tab.

Inviting Users

To add a team member to your workspace:

1

Navigate to Users

Navigate to the Users tab within Workspace Settings.

2

Invite User

Click + Invite users in the top right.

3

Select a Role

Select a role from the dropdown. This role determines what the user can do within your workspace:

• Automation Author — Create and manage automations

• Automation Operator — Run and monitor automations

• CXO — Read-only executive access to workspace activity

• IT/Integrator — Manage API keys and external connections

• Member — Basic workspace access

• Workspace Admin — Full workspace administration

4

Enter Email

Enter the user's email address, then click Invite User.

5

Share Invitation Link

Copy the invitation link and share it with your teammate to complete the invitation.