Find teammates and understand their access
Find teammates and understand their access
For Client Admins. Open the workspace menu and choose Settings → Members. Use Team Members to find people who have joined the workspace. Use the pending invitations view to find people who have been invited and are still setting up access.
| What you see | How to use it |
|---|---|
| Member name and photo | Choose the name to open the member's details. Initials can appear when a photo is unavailable. |
| Role | Check whether the teammate is a Member or Client Admin before requesting a change. |
| Actions | Use the row menu for the role changes or removal actions your access allows. Check the person's name and current role before confirming. |
Search for the displayed name. If you are a Client Admin, the list shows Members and Client Admins. A missing promotion or removal action can depend on the teammate's role and how the workspace is set up.
If a new teammate is missing, check the pending invitations view first. In a company-managed sign-in workspace, follow your company's access process when someone's access needs changing.