Manage member roles

You can assign and update roles, create custom roles, and set default roles to give members the access they need in a workspace. Roles available in a workspace are based on the solution set. For a list of roles, see Workspace roles.

Update member roles

To update a member’s role:

1

Go to Workspace Settings by clicking the People icon in the top left.

2

On the Members tab, select the member you’d like to update.

3

Double-click the input box or click the edit icon . 

4

Select one or more roles and press Enter, or click the check icon .

5

Click Apply Changes to finish.

Update multiple members' roles

When you have multiple members to update, you can assign or remove roles in bulk to save time. It's best to select the members whom you want to assign the same role to or remove the same role from.

To update multiple member roles at the same time:

1

Go to Workspace Settings by clicking the People icon in the top left.

2

On the Members tab, select the members you'd like to update.

3

Click Edit Roles.  

4

Check to assign a role or uncheck to remove a role. A dash in a checkbox indicates that only some of the selected members already have this role. Roles that are grayed out cannot be assigned.
 

5

Click Apply to finish.

Enable or disable roles

Any role that is enabled is assignable to a member. You can also disable roles so that they’re no longer assignable to members by going to the Roles tab under Workspace Settings, selecting the roles you want to disable, and clicking Disable.

Note: You can't disable any role that is set as a default role.

If you disable a role that’s already assigned to a member, that member will no longer have that role until you Enable the role again.

Set default roles

When you add new members to your workspace, they are automatically assigned certain roles by default. You can set these default roles yourself if you want to assign roles of your choosing to newly added members.

To set default roles:

1

Go to Workspace Settings by clicking the People icon in the top left. 

2

On the Roles tab, click Set default roles.

3

Double-click the input box or click the edit icon . 

4

Select one or more roles and press Enter, or click the check icon .

5

Click Save to finish.

You can click Reset to Workspace Defaults if you want to reset back to the original default roles.