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.

Guest permissions

In Upbase, guests have limited access. They can work inside projects they’re invited to, but they don’t have full workspace permissions.

Guest permissions in a workspace

Guests:

• Can be invited only to projects, not to the entire workspace
• Can see only the projects they’re invited to
• Can see only members of those projects

Guests do not have access to:

• Schedule
• My Tasks
• Spotlight
• Direct Messages
• Tag Manager
• Members page
• Daily Notes
• Notepad

Guests cannot:

• Create new projects
• Delete projects

Trash access

• Guests can see and permanently delete only the items they created
• They can’t manage items created by others

Guest permissions within a project

Guests do not have access to:

• Project settings
• Turning project modules on or off

Guests cannot:

• Invite or remove project members
• Archive or delete projects
• Add tags to tasks
• Add, rename, or delete task sections
• Add, rename, or remove custom fields
• Add, rename, or delete message categories
• Delete items created by others (tasks, messages, docs, or files)

What guests can see

• Guests can see only items shared with them
• Task sections are visible to guests
• The only exceptions are the Links and Chat modules, which are always visible