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Team Settings

Manage team members, roles, and permissions in your workspace.

Team Overview

View Team Members

  1. Go to Settings → Team
  2. See all workspace members
  3. View their roles and status
Column Description
Name Member's display name
Email Login email
Role Permission level
Status Active, Pending, Suspended
Joined Date added to workspace

Managing Members

Invite Members

  1. Click + Invite Member
  2. Enter email address(es)
  3. Select a role
  4. Click Send Invite
Inviting: john@company.com
Role: Editor
Message: "Welcome to the team! Let me know if you have questions."

Pending Invitations

Track outstanding invites:

  1. Click Pending Invites tab
  2. See who hasn't accepted
  3. Resend or Cancel invites

Remove Members

  1. Find the member
  2. Click the ⋮ menu
  3. Select Remove from workspace
  4. Confirm removal

Roles and Permissions

Built-in Roles

Role Capabilities
Viewer View automations and data
Editor Create and edit automations
Admin Manage team and settings
Owner Full access, billing, delete workspace

Permission Matrix

Permission Viewer Editor Admin Owner
View automations ✅ ✅ ✅ ✅
Run automations ✅ ✅ ✅ ✅
Create automations ❌ ✅ ✅ ✅
Edit automations ❌ ✅ ✅ ✅
Delete automations ❌ ❌ ✅ ✅
Manage connections ❌ ✅ ✅ ✅
View team ❌ ❌ ✅ ✅
Invite members ❌ ❌ ✅ ✅
Manage roles ❌ ❌ ✅ ✅
Billing access ❌ ❌ ❌ ✅
Delete workspace ❌ ❌ ❌ ✅

Change a Member's Role

  1. Find the member
  2. Click their current role
  3. Select new role
  4. Confirm change

Custom Roles

Create roles tailored to your needs:

Create Custom Role

  1. Go to Settings → Team → Roles
  2. Click + New Role
  3. Name the role (e.g., "Support Agent")
  4. Select permissions:
    • Automations: View, Run
    • Connections: None
    • Resources: View
    • Settings: None
  5. Click Save

Assign Custom Role

  1. Edit a team member
  2. Select your custom role
  3. Save changes

Teams and Groups

Organize members into groups:

Create a Group

  1. Go to Settings → Team → Groups
  2. Click + New Group
  3. Name: "Engineering"
  4. Add members
  5. Save

Use Groups

  • Assign permissions to groups
  • Share resources with groups
  • Filter by group in lists

Activity Log

Track team actions:

  1. Go to Settings → Team → Activity
  2. See recent actions:
    • Who logged in
    • What was created/edited
    • Settings changes

Filter Activity

Filter Example
Member Show only John's actions
Action Show only deletions
Date Last 7 days

Security Settings

Enforce Two-Factor Authentication

  1. Go to Settings → Security
  2. Enable Require 2FA for all members
  3. Set grace period for compliance

Session Timeout

Configure auto-logout:

Setting Options
Timeout 30 min, 1 hour, 4 hours, Never
Remember me Allow, Disallow

IP Allowlist

Restrict access to specific IPs:

  1. Enable IP Allowlist
  2. Add allowed IP addresses/ranges
  3. Members can only login from allowed IPs

Best Practices