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How to Manage Workspace Members

Managing workspace members allows you to control who has access to your workspace and what they can do. Here's how:

Accessing Member Management

Navigate to Workspace Settings"Members" tab, or visit /workspace/{id}/settings/members.

Viewing Members

The members page shows:

  • All active workspace members
  • Each member's role (Admin, Member)
  • Member status
  • Date they joined the workspace

Adding Members

You can add members in two ways:

  1. Add Existing User: If the user already has a retaincoda account, add them directly by email
  2. Invite New User: Send an invitation email to someone who doesn't have an account yet

Managing Member Roles

Click "Edit" next to a member to:

  • Change their role (Admin or Member)
  • Configure granular permissions
  • Update their access level

Removing Members

To remove a member:

  1. Click "Edit" next to the member
  2. Scroll to the bottom of the edit page
  3. Click "Remove from Workspace"
  4. Confirm the removal

Pending Invitations

The members page also shows pending invitations. You can:

  • View who has been invited
  • See when invitations expire
  • Cancel pending invitations if needed

User Limits

Your workspace plan determines how many members you can have:

  • Starter: 1 user (just you)
  • Partner: Up to 2 users
  • Team: Unlimited users
⚠️ Important:

Only workspace admins can manage members. You need the "Manage Users" permission to access this feature.