Managing Workspace Members

Workspace members are people you invite to collaborate in your workspace. Each workspace has its own member list, and members only see what's inside the workspaces they belong to.

Member limits

Inviting a member

1. Open the workspace you want to invite members to.
2. Tap the 👥 Members button in the top right corner.
3. Tap the ➕ or Invite button.
4. Enter the email address of the person you want to invite.
5. Tap Send Invite.

If the person already has a Paxalia account, they will be added to the workspace immediately. If they don't have an account, they will receive an invitation email with instructions to sign up.

Member roles

Each workspace member has a role that determines what they can do:

The creator of a workspace is automatically the Owner. Owners can promote other members to Owner or demote them to Member.

Changing a member's role

1. Open the workspace and tap the 👥 Members button.
2. Find the member you want to update.
3. Tap the ⋮ (more) menu next to their name.
4. Select Make Owner or Make Member.
5. Confirm the change.

Note: Only Owners can change roles. There must always be at least one Owner in the workspace.

Banning a member

If a member is disruptive or no longer belongs in the workspace, you can ban them:

1. Open the workspace and tap the 👥 Members button.
2. Find the member you want to ban.
3. Tap the ⋮ (more) menu next to their name.
4. Select Ban.
5. Confirm the ban.

A banned member will lose access to the workspace immediately. They will not see any workspace content and will not receive new messages in the chat.

You can unban a member at any time by following the same steps and selecting Unban.

Removing a member

To permanently remove a member from the workspace:

1. Open the workspace and tap the 👥 Members button.
2. Find the member you want to remove.
3. Tap the ⋮ (more) menu next to their name.
4. Select Remove.
5. Confirm the removal.

The removed member will no longer have access to the workspace. All their content remains in the workspace unless manually deleted.

Viewing member activity

You can filter notes, goals, timings, and chat by any workspace member. This is useful for seeing what each team member is working on.

1. In the workspace, tap the filter bar at the top.
2. Select a member's name from the list.
3. All content will be filtered to show only that member's contributions.
4. Tap All to clear the filter.

Next steps

Now that you understand member management, learn about Invitations & Roles in detail, or explore the Chat feature to communicate with your team.