Managing Members

In this section you can manage workspace members: add them from your user list or invite them, change roles and configure access permissions.

1. Navigating to the Section

To navigate to member management:

  • Click on the user menu in the top panel.
  • Select the Workspaces submenu.
  • Select the Members item.

2. Adding Users to the Workspace

You can add users you've created to the workspace.

  • In the Add my users to workspace table, find the user you need.
  • Open the actions menu (three dots) to the right of them.
  • Select the Add to workspace option.

After that, the selected user will appear in the Workspace Members table.

Tip
If a user is already a member of the workspace, a green checkmark will be displayed to the left of them in the table.

3. Inviting External Users

You can invite users who have registered in the system independently to the workspace.

  • Above the Workspace Members table, click the Invite Member button.
  • In the window that appears, enter the invited user's details: email, username, or identifier.
  • Click the Invite button.

The invited user needs to accept the invitation:

  • Click on the user menu in the top navigation panel.
  • Select the Workspaces submenu.
  • Select the Management item.
  • Information about the invitation will appear at the top of the page.
  • Click the Accept button.
Important
You can only invite a user who has registered independently in the system, or a created user with a confirmed email address.

4. Removing a User from the Workspace

You can remove a user from the workspace if they should no longer have access to it.

  • In the Workspace Members table, find the user to be removed.
  • Open the actions menu (three dots) to the right of them.
  • Select the Remove from workspace option.
Important
Removing a user is only possible if they have no records in the workspace. If there are records, only the 'Revoke Access' option is available (see below).

5. Revoking and Granting Access to the Workspace

You can revoke a user's access to the workspace without removing them from the member list.

To revoke access:

  • In the Workspace Members table, find the user.
  • Open the actions menu (three dots) to the right of them.
  • Select the Revoke Access option.
  • In the popup window that appears, click Revoke Access.

To grant access:

  • In the Workspace Members table, find the user with revoked access.
  • Open the actions menu (three dots) to the right of them.
  • Select the Grant Access option.
  • In the popup window that appears, click Grant Access.
Tip
Revoking access is useful when a user has records in the workspace and cannot be removed, but their access needs to be restricted.

6. Changing Member Role

You can change a workspace member's role, granting them additional permissions.

  • In the Workspace Members table, find the user.
  • Open the actions menu (three dots) to the right of them.
  • Select the Edit Role option.
  • In the window that appears, select a role: Member, Administrator, or Owner.
  • Click Save.
  • In the next window, click the Confirm button.
Important
A role other than 'Member' can only be selected for a user with a confirmed email address.

Permissions to change roles:

  • Owner can set any role.
  • Administrator can set administrator or member roles.
Transferring Workspace
To transfer the workspace to another user, set their role to 'Owner'. After that, the new owner must remove the previous owner from the workspace or revoke their access.

7. Configuring Access Permissions

You can flexibly configure access permissions for each workspace member.

  • In the Workspace Members table, find the user.
  • Click on the checkmark to the left of their name.
  • A section with access permission settings will open below the user's row.

"Access Permissions" section:

Here you can allow or deny editing of lists (names may differ depending on workspace settings):

  • Check the Items checkbox to allow editing of the items list.
  • Check the Operations checkbox to allow editing of the operations list.

"User Selection" section:

Mark the users that the configured member should see in the workspace. For each selected user, set permissions:

  • View Only — the member will only be able to view this user's records.
  • Edit — the member will be able to create and edit records for this user.
Important
For a user to be able to make records on their own behalf and see themselves in member lists, they must mark themselves in their access permission settings and set the appropriate permissions.
Access to Settings
Only users with 'Administrator' or 'Owner' roles can manage access permissions.

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