Members

The Members page lets workarea administrators manage who has access to the workarea and what role they hold.

Roles

Each member is assigned a role that determines what they can do in the workarea. The built-in workarea roles are:

RoleDescription
Workarea AdminFull access including settings, member management, and all item operations
EditorCan create, edit, and transition items, but cannot manage settings or members
ReviewerEditor rights plus baseline approval and review management
ViewerRead-only access to all workarea content

Site administrators can adjust these roles or define additional custom ones — including roles restricted to a subset of items, such as “may edit only own drafts”. See Roles & Permissions.

Note: Direct membership is not the only way users gain access. Roles can also be granted site-wide, per workarea group, or via user groups — those users can work in the workarea without appearing in the members list.

Managing Members

Navigate to the workarea’s Administration → Members page to view all workarea members.

The workarea Members page with each member's role and summary statistics

Adding a Member

  1. Click Add Member
  2. Select a user from the list of available users (users already in the workarea are excluded)
  3. Choose a role
  4. Click Add

Changing a Member’s Role

  1. Find the member in the members table
  2. Click the Edit button
  3. Select the new role from the dropdown
  4. Confirm the change

Removing a Member

  1. Find the member in the members table
  2. Click the Remove button
  3. Confirm the removal

Note: Managing members requires the Workareas: Manage members permission, which the Workarea Admin role includes. If you see a permission warning, contact your workarea administrator.

Member Statistics

The Members page displays summary cards showing the total number of members and a breakdown by role, giving a quick overview of your team’s composition.