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  • A Guide to Account and Company Settings
  • How to Manage Team Members and Groups

How to Manage Team Members and Groups

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Introduction

Learn how to view and manage team members in your workspace. This includes seeing user details and organizing them into groups for streamlined permissions.

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Steps

  1. From the settings menu, navigate to the 'Company' section and click on 'Members.'
  2. This page displays a list of everyone who has signed into the workspace. You can see their 'Name,' 'Email,' 'Last active' status, and assigned 'Role.'
  3. You can use the filter bar to search for specific members. From here, you can also invite new users to the workspace.
  4. Next, click on 'Groups' in the menu.
  5. The 'Groups' page is where you can organize users into different teams. This is useful for managing permissions and access to specific knowledge on a larger scale.

Summary

This guide demonstrated how to access the member list to view user details and roles. It also covered how to use the groups feature to better organize your team and manage permissions within the workspace.

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