To manage Team Workspace members, please follow these simple steps:
First, navigate to the Team Workspace settings. There are multiple ways you can do this:
- First, click on the logo near the top-left corner of the UI to open the navigation menu, locate and hover over the workspace you wish to add/remove members, and select the icon:
Figure 1: Getting to Team Workspace Settings (option 1)
- Second, from the Dashboard view, hover over the workspace and click the icon.
Figure 2: Getting to Team Workspace Settings (option 2)
- Third, in the Workspace view, open the panel near the top-right corner of the UI and click the icon in the upper-right corner.
Figure 3: Getting to Team Workspace Settings (option 3)
- Finally, you can also open the panel near the bottom-left corner of the UI and click the icon near the lower-left corner.
Figure 4: Getting to Team Workspace Settings (option 4)
In the Team Workspace settings select the "Members" tab:
Figure 5: Team Workspace members view
In order to add a Member, click on the “+ Add Members” button and start typing in the new Member’s email address. We’ll autocomplete it if the person you’re adding is already in your Contacts:
Figure 6: Adding a new Member to a Team Workspace
As seen on the figure above, you can also add members from a Distribution List.
To complete the action, click the add "Add Members".
To remove a current Member of a Team Workspace, click on the X icon next to a member name you want to be deleted (see Figure 5). Then, click the “Remove User” button to confirm the action:
Figure 7: Remove the Team Workspace Member
To learn more about revoking a member’s access from all workspaces in a Company or Enterprise Network, please visit our article Revoke Members from a Company or Enterprise Network.
For any additional questions, please reach out to the Ci Customer Success Team by submitting a request here in the Help Center.