Users and roles
See who's in your workspace, change their role and remove people who've left.
My Account › Manage Users lists everyone in the workspace, with their email, their role and whether they've accepted their invitation. You're marked You.
account/usersRoles
| Role | Can |
|---|---|
| Standard | Do all the everyday work: tasks, projects, lists, forms, workflows, settings and Service Hub subscriptions. |
| Admin | Everything a Standard user can, plus manage the workspace: change its name, description and logo, invite and remove people, resend invitations, change roles, and (for providers) set the provider colour. |
Every workspace needs at least one admin.
Add a user
Select Add User. See Invite your team.
Change someone's role
Select Edit on their row, switch Admin User on or off, and select Save User. The change takes effect on their next action. They don't need to sign out.
Remove someone
Select Remove on their row and confirm. They lose access to this workspace straight away. Work they did stays, credited to them.
Pending invitations
Pending means they haven't accepted yet. Select the Resend invite email button to send a fresh link. The old one stops working.
Services
If your workspace subscribes to Service Hub services, a Services section lists each provider with access to your workspace, the access you granted, and a link to its subscriptions. Providers aren't people, so they don't count as users and can't be edited here. Change their access from My Subscriptions.