Workspace & Team Management
This update introduces multi-user workspace infrastructure with organization management, team collaboration, role-based access control, and improved integration-level permissions.
Overview
The system now supports organizations and workspaces allowing seamless team collaboration. You can invite team members via email, assign specific roles, and manage access to your data and integrations.
Expected Behaviors
| Feature | Description |
|---|---|
| Workspace Membership | Users can belong to multiple workspaces and seamlessly switch between them using the workspace switcher. |
| Team Invitations | Invite team members using email invitation templates. Delivery and tracking of invite emails is fully supported. |
| Role Management | Assign specific roles (e.g., Owner, Admin, Member) to control access to dashboard features and widget settings. |
| Access Control | Ensure workspace-level data isolation. Permission checks are enforced to maintain security across integrations. |
| Organization Tracking | Organization ownership is automatically tracked for new users and those who sign in via Google. |
Managing Team Members
| Step | Action |
|---|---|
| 1 | Navigate to the Team Settings in your dashboard. |
| 2 | Click on "Invite Member" and enter their email address. |
| 3 | Select the appropriate Role for the new member. |
| 4 | Send the invitation. The user will receive an email to join the workspace. |