Workspace collaboration

This article explains how to invite members or teams to your workspace, manage their roles, and remove them when needed.

A comprehensive guide regarding roles and permissions can be accessed here

Teams feature availability: Business plan onwards in cloud and On-premise Enterprise edition

Invite Members to Workspace

Click on the workspace name in the sidebar to open workspace settings.
Open the Members tab.
Click Add Members.
Enter one or more email addresses.
Select a role from the dropdown — Creator, Editor, Commenter, or Viewer.
Click Invite to Workspace.

Any user can invite members to the workspace, but they can only assign a role that is at most equal to their own role.

Invite Teams to Workspace ☁

Teams can be invited to a workspace for simplified collaboration, with a workspace-level role assigned to all team members.

Click on the workspace name in the sidebar to open workspace settings.
Open the Members tab.
Click Add Teams.
Select one or more teams from the dropdown.
Choose a role for the selected teams.
Click Add Teams to confirm.

Teams cannot be assigned the Owner role. You can only assign roles that are at most equal to your own role.

When a team is invited, all users under that team inherit the assigned workspace-level role unless overridden by an explicit workspace role or base-level role.

To learn more about creating and managing teams, refer to the Teams documentation.

List Workspace Members and Teams

The Members tab displays all users and teams that have access to the workspace.

Individual members appear with their name, email, role, and date joined.
Teams are listed with their name, member count, and assigned role.

The members list is accessible to all workspace members.

Modify Roles for Members or Teams

Access permissions for both members and teams can be updated from the Members tab.

Click on the role dropdown next to the member or team.
Select a new role — Creator, Editor, Commenter, Viewer, No Access, or Inherit (inherits role from workspace-level team).

You can only assign roles that are at most equal to your own role in the workspace.

Role Precedence

When a user has multiple role assignments through both team and individual access, NocoDB resolves the final permission using a clear precedence order.

Individual explicit role takes precedence over team-assigned role.
Base-level roles override workspace-level roles.
In case of multiple team roles, the highest permission applies.

This ensures users always retain the most permissive access assigned at their lowest configured level.

To learn more about effective role resolution, refer to the Teams effective role resolution documentation.

Remove Members or Teams from Workspace

You can remove both members and teams from the workspace using the actions menu.

Click on the vertical ellipsis ⋮ in the Actions column beside the member or team.
Select Remove member or Remove team.

Only the workspace owner or creator can remove members or teams from the workspace.

Best Practice

Invite all users to the workspace first with the Inherit role. This will allow them to access workspaces based on their team or base-level roles.
Use teams for departments or functional groups to manage roles efficiently.
Adjust team-level permissions instead of managing roles individually for large workspaces.

Learn more here.