Manage members, admins, and teams
Invite new members, manage access, and organize teams.
Set up your workspace for effective collaboration by inviting members, assigning admin permissions, and organizing teams.
Member access levels
Members in your workspace have one of two access levels:
Admin: Admins can access and update Workspace settings, invite new members, manage access and billing, and view and edit all lists.
Member: Members cannot access Workspace settings, manage member access, or send invitations. Their ability to view and manage lists is dependent on list access settings.
Email content is private from both admins and members by default but can be shared at the record or workspace level. Learn more about sharing and permissions in Attio.
Manage members
Invite new members
Admins can invite new members at any time by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams, and click Invite.
Enter the new member’s email address, choose their access level, optionally add them to teams, and click Send invite.
Note: You can invite members up to the number of seats in your subscription. If you need more seats, you’ll be prompted to purchase them.
To replace a current member with a new one without adding another seat, first suspend the active member who no longer needs access. Then, invite the new member.
Resend or revoke an invite
Admins can resend or revoke invites by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams, then click the ⋮ icon next to a pending invite.
Click Resend invite to send them the email invitation again, or Revoke invite to revoke their ability to redeem the invitation. You can also Copy invite link to share the invite redemption link with the invitee.
Make a workspace member an admin
Admins can make other workspace members admins by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams.
Click the ⋮ icon next to the member’s name.
Select Make workspace admin.
Suspend a member
Workspace admins can suspend workspace members to remove their access to the workspace. To suspend a member, follow these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams.
Click the ⋮ icon next to their name and select Suspend from workspace.
If you're not replacing a suspended member, update your seat count to avoid being billed for the unused seat.
How does suspending a member impact data?
When you suspend a member, they can no longer log into the workspace. This also affects their data in the following ways:
Emails and calendar events they synced will be deleted.
Communication intelligence data from their synced accounts will be removed.
Companies and people records created from their synced accounts will remain in the workspace.
Any sequence recipients where they were the sender will be automatically exited from the sequence.
Reactivate a member
Workspace admins can reactivate suspended workspace members to restore their access to the workspace.To reactivate a suspended member, follow these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams.
Find the suspended member.
Click the ⋮ icon and select Reactivate user.
End user sessions
On the Enterprise plan, admins can end user sessions to log users out remotely by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams.
End all sessions or the current session:
To end all sessions, click the ⋮ icon next to their name and select End workspace sessions.
To end the current session, click the member's name, scroll to Active sessions, click the ⋮ icon, and select End this session.
View synced email and storage accounts
On the Enterprise plan, admins can also see connected email and storage accounts for each member by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams.
Click a member’s name.
Under Email Accounts and Storage Accounts, you’ll find details about synced accounts, sync dates, and statuses.
Learn more about email syncing and cloud storage integrations.
Manage teams
Teams make it easy to organize groups of members, assign access, and collaborate more efficiently.
Note: Teams are available on Attio’s Pro plan with a limit of 10 teams, and Attio’s Enterprise plan with no limit. Learn more about plans and pricing.
How to use teams
When filtering on users or user attributes, you can filter by an entire team rather than only individual users using Teams > Contains, and selecting the team. Stay tuned for many more functions in the future!
Create and configure a team
Admins can create a new team with these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams, then click over to the Teams tab.
Click + New team.
From the Configuration tab, enter a team name, description, and select an avatar from the available options.
Add members to teams
There are multiple places admins can add workspace members to teams:
From the Members and teams page and Members tab, click the ⋮ icon next to a member’s name and select Add to team.
When inviting a new workspace member, use the Add to team option.
When viewing an individual member page, under Teams, add them to a team from the ⋮ icon.
Remove a member from a team
Admins can remove a member from a team by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams, then click over to the Teams tab.
Click the team you want to remove the member from, then click over to the Members tab.
To the right of the team member you want to remove, click the ⋮ icon and select Remove from team.
Click Confirm to remove them from the team. This will revoke their access to any content shared with the team.
Delete a team
Admins can remove a member from a team by following these steps:
Click your workspace name and select Workspace settings.
Go to Members and teams, then click over to the Teams tab.
From the Configuration tab, click Delete team.
Deleting a team is permanent and cannot be undone. When you delete a team, all access previously granted to that team will be revoked, and any filters using that team will no longer work. To confirm, click Permanently delete team.