Workspace Management
Manage your team, roles, and permissions
Overview
A workspace is your team's shared environment in IdeaLift. It contains all your captured ideas, integrations, and settings. Each workspace can have multiple team members with different roles and permissions.
Roles & Permissions
- ✓Full access to all features
- ✓Manage billing and subscription
- ✓Delete workspace
- ✓Transfer ownership
- ✓All Admin permissions
- ✓Add and remove team members
- ✓Configure integrations
- ✓Manage workspace settings
- ✓Access all ideas and analytics
- ✓All Member permissions
- ✓View dashboard and ideas
- ✓Capture ideas from integrations
- ✓Vote on ideas (Growth+)
- ✓View analytics
- ✓Search and filter ideas
Seat Limits by Plan
Each plan includes a set number of team seats. Need more? Upgrade your plan or contact us for custom seat packages.
Adding Team Members
Owners and Admins can add new team members from the Team page.
- Go to Dashboard → Team
- Click "Add Team Member"
- Enter their email address
- Select a role (Admin or Member)
- Click "Add Member"
How it works:
- • The new member receives access immediately
- • They can sign in with any supported auth method using that email
- • No invitation email is sent — they just need to log in
Managing Roles
Change a team member's role anytime from the Team page.
To change a role:
- Go to Dashboard → Team
- Find the member in the list
- Use the dropdown to select "Admin" or "Member"
- Changes take effect immediately
Note: The Owner role cannot be changed via the dropdown. To transfer ownership, contact support.
Removing Members
Remove team members who no longer need access to your workspace.
- Go to Dashboard → Team
- Click "Remove" next to the member's name
- Confirm the removal
What happens when a member is removed:
- • They lose access to the workspace immediately
- • Their previous activity (captured ideas, votes) is preserved
- • The seat becomes available for a new member
- • They can be re-added later if needed
Workspace Settings
Configure your workspace from the Settings page (available to Owners and Admins).
General Settings
- • Workspace name
- • Default destination (GitHub/Linear/Jira)
- • Trigger emoji for Discord
Integrations
- • Connected chat platforms
- • Issue tracker configuration
- • API keys and webhooks
Best Practices
👤Limit Admin Access
Only give Admin role to team leads or those who need to manage integrations. Most team members only need the Member role.
🔄Regularly Review Members
Periodically check your team list and remove members who have left the company or no longer need access.
📧Use Work Emails
Add members using their work email addresses. This makes it easier to manage access when team members change roles.
Troubleshooting
"Team member limit reached"
You've hit the seat limit for your plan. Remove inactive members or upgrade your plan to add more seats.
New member can't access workspace
Ensure they're signing in with the exact email address you added. Auth providers must match the email (e.g., if you added a Gmail, they should use Google sign-in).
Can't remove or change a member
Only Owners and Admins can manage team members. Check your role in the Team page. Owners cannot be removed or demoted via the UI — contact support for ownership transfers.
Need Help?
Questions about workspace management?