Workspace settings - People and Permissons

In Upbase, this is where you manage who has access to your workspace and what they can do.

The People section has two pages:

• Members – your internal team
• Guests – external users, usually clients

Members

Members are part of your internal team. Each member has a role that controls their permissions.

1 - Workspace Owner

The workspace owner has the highest level of access. Each workspace has only one Workspace Owner.

They can:

• Access all workspace settings
• Invite, remove, and set roles for members
• Permanently delete any item in Trash
• Manage billing and payments
• Delete the workspace
• Delete any user’s items, including comments

2 - Admin

Admins have almost the same permissions as the workspace owner, with two limitations.

Admins cannot:

• Delete the workspace
• Access the Billing page (upgrade or downgrade plans)

3 - Member

Members are regular users with limited permissions.

Members can:

• Access project settings for projects they’re part of
• Access the Trash page
• Manage Personal settings, including:
  • My Settings
  • Integrations
  • Notifications

Members cannot access workspace-level settings.

Invite members

To invite new members:

1. Click Invite people on the right.
2. Enter one or more email addresses.
3. Select a role.
4. Choose which projects to add them to.
5. Click Invite.

They’ll receive an email invitation to join the workspace.

Change roles or remove members

Use the dropdown in the Role column to change a member’s role or remove them.

Guests

Guests are external users, usually clients.

This is where you:

• Manage all guests invited to the workspace
• Remove guests when needed

1/ Invite guests

Inviting guests works the same way as inviting members:

1. Enter one or more guest email addresses.
2. Select the projects to add them to.
3. Click Invite.

2/ Manage companies (clients)

• Click Manage companies to open Client Management.

  In Upbase:

  • Clients = companies
  • Guests = people who belong to those companies

3/ Group guests

You can group guests by:

• Company, or
• No grouping

This makes it easier to manage large client lists.