Workspace Collaboration

Invite Members to Workspace

  1. In the workspace sidebar, click Invite Members. The Members page opens.
  2. Click Add Members. The Invite to Workspace dialog opens.

The Invite to Workspace dialog

  1. Click the field below Invite specific people.
  2. Type one or more email addresses.
  3. Below They join as, select a role. All people in this invite get this role.
  4. Click Invite to Workspace.

Entering addresses and choosing a role

The role dropdown

Any user can invite members to the workspace, but they can only assign a role that is at most equal to their own role.
On paid plans, Editor and above consume a paid seat, and the dialog warns you with Additional charges may apply for new invites before you confirm. Commenter, Viewer and No Access do not.

The same dialog also has Invite via private link. This creates a link, so you do not have to invite one address at a time. Anyone who opens the link can use it to join the workspace with a role that you select. To create a link, you need the Editor role or higher.

For more information, refer to invite links.

Invite Teams to Workspace ☁

You can invite teams to a workspace. All members of the team get the workspace role that you give the team.

  1. In the workspace sidebar, click Invite Members. The Members page opens.
  2. Click Add Teams. The Add Teams to Workspace dialog opens.
  3. From the dropdown, select one or more teams. The list shows the number of members in each team.

Selecting teams to add

  1. Below They join as, select the role for the teams.

Choosing the role the teams join with

  1. Click Add Team. If you select more than one team, the button shows Add Teams.

The dialog ready to confirm

Owner is listed but cannot be picked for a team, and Inherit is not offered. You can only assign roles that are at most equal to your own role.
When a team is invited, all users under that team inherit the assigned workspace-level role unless overridden by an explicit workspace role or base-level role.

To create and manage teams, refer to the Teams documentation.

Organization Teams are available on NocoDB Cloud (Enterprise plan) and licensed self-hosted deployments (Scale plan and above). Org-level teams also appear in the team selector with an ORG badge. These teams are managed from the Admin Panel and are read-only at the workspace level, so you cannot edit their membership from workspace settings, but you can assign them workspace or base roles. Learn more about Organization Teams.

An organization team shown with an ORG badge

List Workspace Members and Teams

The Members page shows all users and teams that have access to the workspace.

ColumnWhat it shows
MembersFor a member: the name and the email. For a team: the name and the number of members. Organization teams have an ORG badge, which makes them different from workspace teams.
Workspace roleThe workspace role of the member or team.
BillableA crown if the member uses a paid seat.
Date JoinedThe date that the member joined the workspace.
ActionsA menu to remove the member or team.

The page header shows the number of paid seats that the workspace uses. On Community Edition and on unlicensed self-hosted deployments, the Billable column and the seat count show Editor seat instead.

The members list is accessible to all workspace members.

The workspace Members page

Why a member is billable

A crown in the Billable column shows a member who uses a paid seat. A member uses a paid seat when the member has Editor or a higher role in one of these places:

  • the workspace
  • a base
  • an interface

For example, a member who is Viewer in the workspace is still billable if that member is Editor in one base. To see the assignment that makes a member billable, click the crown.

The billable seat breakdown for a member

Modify Roles for Members or Teams

You can change the roles of members and teams on the Members page.

  1. In the Workspace role column, click the role dropdown next to the member or team.
  2. Select a new role. Each role shows a one-line description. A check mark shows the current role.
You can only assign roles that are at most equal to your own role in the workspace. A team cannot be set to Owner or Inherit.

Changing a member's workspace role

Changing a team's role

Role Precedence

A user can get roles from more than one source, as a member and through teams. NocoDB uses these rules to find the role that applies:

The user hasThe role that applies
An individual role and a team roleThe individual role
A workspace role and a base roleThe base role
Roles from two or more teamsThe highest team role
This ensures users always retain the most permissive access assigned at their lowest configured level.

For more information, refer to the Teams effective role resolution documentation.

Remove Members or Teams from Workspace

To remove a member or team from the workspace, use the actions menu.

  1. In the Actions column, click the vertical ellipsis ⋮ next to the member or team.
  2. Select Remove member or Remove team.

The menu also shows the user ID of the member or the ID of the team. Click the copy button to copy the ID for use with the API.

Only the workspace owner or creator can remove members or teams from the workspace.

Removing a member

Removing a team

Best Practice

  • Invite all users to the workspace first with the Inherit role. Each user then gets access from their team roles and base roles.
  • Make teams for departments or work groups, to manage roles with less work.
  • In large workspaces, change team permissions, not the roles of single members.

For more information, refer to Teams best practices.

Availability

  • Teams are available on NocoDB Cloud (Business plan and above) and licensed self-hosted deployments (Scale plan and above).

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