Add / Remove Team Workspace Members

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 Screen_Shot_2022-01-06_at_5.06.21_PM.png 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 Screen_Shot_2022-04-06_at_5.41.24_PM.png icon:


Figure 1: Getting to Team Workspace Settings (option 1)

  • Second, from the Dashboard view, hover over the workspace and click the Screen_Shot_2022-04-06_at_5.41.24_PM.png 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 Screen_Shot_2022-04-06_at_5.56.36_PM.png 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 Screen_Shot_2022-04-06_at_5.41.24_PM.png 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. 

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