Skip to main content
The Members settings page is where you manage who has access to your Conversion workspace. It has two tabs, Overview and Invitations, and an Invite button in the top right for administrators.

​
Roles

Each member is assigned one of two roles:
For fine-grained control over what members can do, see Access control, where you can assign roles and group members into teams that share a set of permissions.

​
Overview

The Overview tab lists every member in your workspace with their Email, Name, and Role. Use the search box to find a member by email, or click the columns button to choose which columns are visible. Administrators can select a member’s row to reveal two actions:
  • Update role switches the member between Administrator and Member.
  • Remove removes the member from the workspace. Their access is revoked immediately and they can no longer open the dashboard for this workspace.
You can’t change your own role or remove yourself.

​
Invitations

The Invitations tab is visible to administrators only. It lists every pending invitation with the invited Email, the Role it grants, who it was Invited by, and when it was Sent.

​
Inviting a new member

Click Invite, enter the person’s email address, choose their role (Member or Administrator), and click Send. They receive an email invitation to join the workspace and appear on this tab until they accept.
If your workspace uses SAML SSO, invitees sign in with SSO using the same email address. To skip invitations entirely, enable just-in-time provisioning or SCIM under Identity and access.

​
Revoking an invitation

Select a pending invitation and click Revoke. The invitation link stops working, and you can always send a new one later.