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:
- Add Existing User: If the user already has a retaincoda account, add them directly by email
- 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:
- Click "Edit" next to the member
- Scroll to the bottom of the edit page
- Click "Remove from Workspace"
- 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.