Check the workspace
Open the account menu and confirm the workspace whose members you want to manage. A person's account can belong to more than one workspace; membership and permissions are evaluated within the selected workspace.
Invite the right person
Use the member settings and invitation controls offered to administrators. Confirm the destination email and role before sending. An invitation grants the access described by its role, not ownership of every private connection.
Review roles
Keep administrator access limited to the people who maintain settings, connections, and billing. Use the least role that fits the job. Recheck connected accounts and scheduled work when responsibilities change.
Remove access when needed
Review the member's ownership of workflows and connections before removal. Transfer responsibility through the product's supported controls. Removal from a workspace does not delete external provider accounts.
Open the relevant screen
Use Team members and roles in the active workspace. Sign in if needed. Check the workspace name before changing shared settings, connections, or billing.
If a control is unavailable, ask the workspace administrator or contact support. Include the screen, the action you tried, and the approximate time. Keep credentials and private customer material out of the request.