In short#
I point you to Settings → Workspace → Users.
A workspace has three roles: Owner, Admin, and Member. Owners and admins manage members and most settings. A member often sees settings read-only.
The three roles#
Role | Can change settings | Invite | Change a role | Transfer ownership |
|---|---|---|---|---|
Owner | Yes | Yes | Yes | Yes |
Admin | Yes | Yes | No | No |
Member | No | No | No | No |
Invite someone#
Open Settings → Workspace → Users.
Under Invite a user, enter the Email address.
Click Send invitation.
Follow the row in Pending invitations.
If needed, use Resend or Revoke.
Change a role, remove, transfer#
In Members, an Owner or an Admin can Remove someone.
To change a role with Save role, I need to be Owner.
To transfer ownership with Make owner, I also need to be Owner. EVA then asks: “Transfer ownership to this user? You will become an admin.”
Good to know#
For a Member, some places do not appear: Integrations, Workflows, Import, and Custom fields.
A partner or Eva representative is not a workspace role.