Managing Team Access: A Practical Guide
Understand how to effectively manage team members and permissions in your workspace
By Sarah Williams•1/30/2024•10 min read
teampermissionsaccess controlsecurity
Understanding Access Levels
Learn about the different access levels (Admin, Editor, Viewer) with detailed explanations of what actions each role can perform.
Inviting Team Members
Send invitations to your team through the Members panel. Follow this guide to customize welcome messages and set appropriate permissions.
Creating Custom Roles
Create specialized roles with custom permission sets. This section shows you how to tailor access for specific team functions.
Managing External Collaborators
Use guest access to manage contractors and external partners. Learn to set expiration dates and limited access scopes.
Troubleshooting Permission Issues
Facing unexpected access denials? Discover how to use the Access Logs to trace and fix permission-related problems.
