Members & Roles

Workspaces let teams collaborate on extractions. Invite team members, assign roles, and share extraction history across the workspace.

Workspace Roles

Each workspace member has one of three roles, each with different permissions:

• Owner — Full control. Can invite members (including other owners), manage engine settings, configure routing rules, and delete the workspace. A workspace can have multiple owners.
• Admin — Can invite members (as admin or member), manage routing rules and engine settings. Cannot transfer ownership or delete the workspace.
• Member — Can run extractions within the workspace, view shared history, and access workspace features. Cannot invite members or change settings.

Inviting Members

Owners and admins can invite new members from the Members page. Invitations are sent via email with a unique accept token. Pending invitations can be viewed and revoked.

• Go to the Members page from the sidebar
• Enter the email address and select a role
• Click "Send Invite"
• The invitee receives an email with a link to accept

Managing Members

View all workspace members and their roles from the Members page. Owners can change member roles and remove members. Pending invitations appear in a separate section with options to revoke.