Overview

This guide explains how to invite new users to your workspace, assign them roles, and remove them when needed.

<aside> 💡

You need Workspace Admin access or higher to manage team members.

</aside>

Before You Start

• You must be a Workspace Admin or Entity Owner to invite or remove users
• Have the email addresses of the people you want to invite ready
• Decide in advance what role each person needs — see Understanding Roles & Access

Inviting a New Team Member

1. Navigate to your workspace in ALK and open the workspace settings from the top right of the page.

2. Select the Members tab to see all current workspace members and their roles.

3. Click Invite Member and enter the person's email address. Select their workspace role:

   • Workspace Admin: if they need to manage members and integrations
   • Workspace Member: if they need to upload files and participate in workflows

4. Click Send Invite. The person will receive an email invitation to join the workspace.

Assigning or Changing a Role

To change an existing member's role, find them in the Members list, click the role dropdown next to their name, and select the new role. Changes take effect immediately.

Removing a Team Member

To remove someone from a workspace, find them in the Members list and click Remove. They will lose access to the workspace immediately but their files and conversations will remain.

Important Notes

• Only one organisation-level role can be assigned per user. If someone needs broader access across the whole organisation, their entity role needs to be updated — not just their workspace role.
• Removing someone from a workspace does not delete their account from the organisation. To fully remove a user from the organisation, this needs to be done at the entity level by an Entity Owner or Admin.