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Workspaces and members

Set up your workspace, invite members, manage roles and permission levels, and keep track of team capacity.

11 articles in this section

  1. What a workspace is and how to set it upA workspace is your team's home. See what lives inside it and how to set its name, logo and basic settings.
  2. Invite members and manage team capacityLearn how to invite members by email or mobile number, how team capacity depends on your plan, and how to manage members.
  3. Member roles and access levelsGet to know the owner, admin, member and guest roles, see how their access differs, and learn who should get each role.
  4. Restricted access and fine-grained member controlRestricted access limits what a member can see inside a project to specific views and tabs. See how it works and where to set it.
  5. Member contribution and activity profilesA contribution profile brings each member's real activity, such as completed tasks, time and comments, into one view for managing your team.
  6. Teams in a workspaceGroup members into teams to make assigning work, managing access and mapping SCIM groups easier.
  7. Custom roles and granular permissionsInstead of the four fixed roles, create a custom role with the exact set of permissions you want and assign it to specific members.
  8. Task field permissionsDecide who can change each task field. Define it once at the workspace level and every project inherits it.
  9. Member attributes and the people treeDefine your own member profile fields, choose who can see each one, and build your team's people tree.
  10. Workspace-level work structureDefine custom fields, statuses, task types and workflows once for the whole workspace so every project inherits them.
  11. Back up your workspaceGet a complete copy of your workspace's data and files as a ZIP file. Only the workspace owner can request and download it.