Review members and their roles.
Find people by name or email and filter them by role. Give authorized people responsibility for invitations and role changes, and update access when the team changes.
Review members and roles, set permissions, and inspect access records from the administration area. Plan deployment and operations around your organization’s requirements.
The people in your team and their workspace roles.
4 example members
Sample data · Search members, try the role filter, or open access records.
Workspace membership and administrative permissions serve different purposes. Review who belongs to the team, what each role can do, and the history of access to the workspace.
Find people by name or email and filter them by role. Give authorized people responsibility for invitations and role changes, and update access when the team changes.
Set permissions for actions such as inviting members, managing channels, and moderating messages. Review a person’s workspace role separately from their membership in a private channel.
Filter access records by user, event type, and date range. People with export permission can download the filtered records as CSV or JSON.
Explore a project’s conversations, shared notes, and tasks with the team. Consider who needs to join the channel, consult the plan, and take on the work. Use those daily needs to define access requirements.
The example follows a team preparing a new teammate’s first week. The project plan, meeting notes, and handbook show the information different people will need to consult.
Explore the Canvas examplesOur plan for welcoming new teammates.
We’ll start the first day with introductions and a short workspace tour.
Try editing the decision in this sample note.
Let’s keep the first-week guide in this channel’s Canvas tab.
| Task | Owner | Status |
|---|---|---|
| First-week guide | Maya | In progress |
| Channel descriptions | Alex | In progress |
| First-day schedule | Jamie | To do |
Monday · People and culture team
We’ll add the team channels and people who can help to the guide. New teammates will tour the workspace together on their first day.
Try editing the decision in this sample note.
Guide: Maya. Channel descriptions: Alex. Schedule: Jamie.
Sample team work · Shared pages in the welcome channel.
Compare cloud use and deployment on your own servers against team size, network access, and data-location requirements. Include responsibility for updates and backups in the same plan.
Create a workspace and invite your team. Compare user pricing, meeting capacity, and plan coverage, then bring your administration requirements to the enterprise discussion.
View plansPlan where the application, file storage, and calling services will run. Define network requirements, update procedures, backups, and operational ownership during technical discovery.
About deploymentShare your team size, access requirements, and existing infrastructure. We’ll review the plan, deployment model, and support scope with you.