Add and manage workspace members and permissions

Manage who can access your workspace.

Control who can access each workspace and keep personal productivity separate from team activities.

Add a member to a workspace

When to use: Use this when you want to control who sees what based on the sensitivity of the information.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Under the Workspaces tab, click the shared workspace you want to add a member to.

5. Click the Overview tab.

6. Click + Add member.

7. Select the person from the dropdown list of users in your Wonderly account.

Expected outcome: The team member is added immediately and gains full access to all projects, tasks, and documents in that workspace.

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Remove a member from a workspace

When to use: When you need to revoke someone’s access to a workspace.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Under the Workspaces tab, click the workspace you want to remove a member from.

5. Click the Overview tab.

6. Find the member in the members list.

7. Click the 🗑️ Trash icon next to their name.

8. Click Confirm to validate the removal.

Expected outcome: The member loses access to all projects, tasks, and documents in that workspace. They remain in your Wonderly account and any other workspaces they belong to.

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Change a member’s role

Assign permissions to workspace members and modify their roles at any time.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Under the Workspaces tab, select the workspace you want to manage.

5. Click the Overview tab.

6. In the Members section, find the member whose permissions you want to change.

7. Click the role dropdown next to their name.

8. Select the desired role (Admin or Member) to apply the change.

Expected outcome: Members can still view and collaborate on projects and tasks. Role changes control who can create, edit, or manage workspace content.