Workspaces and teams

Invite people and manage access to a shared workspace.

• Inviting people to a workspace Open Team, choose an email invitation or an invite link, assign a role, and check whether the invitation has been accepted.
• Removing a member, leaving or deleting a workspace Choose the correct workspace departure action, remove another member, leave as a member, transfer ownership or complete the protected deletion flow.
• Setting workspace limits and sharing policies Configure upload, storage, sharing and access rules for a workspace, then understand how they combine with plan and role limits.
• Understand workspace storage region and routing Identify the durable workspace storage location, distinguish it from transfer routing, and plan a new workspace when a different location is required.
• Choosing built-in and custom workspace roles Compare Owner, Admin, Member and Viewer access, create a custom role, and assign a role without granting more access than intended.
• Review workspace storage allocation Compare account allowance, workspace allocation, workspace cap and current usage before changing limits or moving large data.
• Assign a custom role to a workspace member Assign a custom role to a workspace member with a controlled test, clear verification, limits, and recovery steps.
• Change a workspace member role Change a workspace member role. Follow a controlled workflow, verify the result, and avoid changing the wrong workspace or item.
• Create a custom workspace role Create a custom workspace role with a controlled test, clear verification, limits, and recovery steps.
• Read the workspace dashboard Read the workspace dashboard. Follow a controlled workflow, verify the result, and avoid changing the wrong workspace or item.