Account and operations
Manage workspaces, members, invitations, and roles
Keep work in the right workspace, invite teammates, assign least-privilege roles, and transfer ownership carefully.
- For
- Workspace owners and admins
- Typical time
- 10 minutes
Before you start
- Owner or admin permissions for the active workspace
Procedure
Step by step
Confirm the active workspace
Use the header switcher before inviting members or changing settings. Customer workspace selection never changes platform-admin scope.
Invite by email
Choose a role that matches the person's responsibilities. Seat and workspace limits are enforced by the active plan.
Review pending invitations
Cancel invitations that are no longer required and resend only when appropriate. Invitation access should not be forwarded.
Change roles or ownership
Use least privilege. Ownership transfer is a high-impact action and should be confirmed with the receiving owner before completion.
Role expectations
Owners control the workspace and high-impact settings. Admins manage operations. Contributors perform assigned work. Viewers receive read-focused access. The API rechecks every protected action regardless of what the UI displays.
Keep workspace data separated
Documents, sites, feedback, reviews, keys, and Exchange cases belong to the active workspace. Verify the switcher after changing organizations or testing multiple accounts.
Related guides
- Get started with DocAccessibleSet up your workspace, choose the right workflow, and complete your first useful accessibility task.
- Use API keys and signed webhooksCreate scoped integration credentials, verify signed webhook deliveries, and operate integrations without exposing secrets.
- Understand plans, billing, and usage limitsRead workspace allowances, choose a plan, start checkout, and understand which limits apply to each workflow.