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Managing Workspace & Teams

The Workspace page lets you invite team members, assign roles, and create interactive workspace components.
Workspace header

User Roles

Admin

Full access: - Add/remove users
  • Manage clusters
  • Change settings
  • View all data

Member

Standard access: - View all data
  • Use Chat
  • View RCA reports
  • Cannot change settings

Viewer

Read-only: - View dashboards
  • Read RCA reports
  • Cannot modify anything

Inviting Team Members

1

Click Invite User

Enter email address
2

Select Role

Choose Admin, Member, or Viewer
3

Send Invitation

They receive email with signup link
4

They Accept

User appears in your workspace

Workspace Components (Dynamic Workspace)

Workspace empty state
Start Creating button


Managing Users

View all users: - See name, email, role
  • Last active time
  • Status (active/pending)
Change roles: - Click user → Edit role
  • Promote/demote as needed
Remove users: - Click user → Remove
  • Access revoked immediately

What You Learned

3 user roles
How to invite team
Managing access

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