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Workspace settings control who belongs to your organization and what kind of account each person has. Access to an individual study is managed separately through that study’s Share dialog. Open Settings → Members to view the member list. Open Settings → Organization for organization-wide controls. Collaborator accounts do not have access to these pages.

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Before you start

Confirm the required account type and studies for the member. Administrator permissions are needed to change existing account types or deactivate members.

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Distinguish account type from study access

Changing a person to Researcher does not automatically share existing studies with them. After inviting or updating a member, grant the required study access separately.
Workspace Members page with member rows and account-type controls

The Members page lists active accounts and summarizes the available account types.

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Account types

Admins have Owner-level access to every study automatically. This is why they do not need a separate row in each study’s access list.

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Invite a member

1

Open the invitation

Select Invite member on the Members page.
2

Enter an email and account type

Admins can select any account type. Researchers can invite Collaborators, so the account-type field is fixed for them.
3

Create the invitation

Select Send invitation, then copy the displayed invitation link.
4

Send the link securely

Send it directly to the intended person. After they create their account, share the relevant studies or folders with them.
Invite member dialog with email and account-type fields

The invitation dialog creates a one-time account setup link for the new member.

The invitation link is shown once. If it is not copied, revoke the pending invitation and create a new one.
Pending and historical invitations appear in the Invitations area with their state and expiry. Revoking an invitation makes its setup link unusable.

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Restrict member email domains

Admins can use Allowed invitation domains in Organization settings to restrict Admin and Researcher invitations. Add a bare domain such as example.com, without @. Collaborator invitations remain available for external recipients.

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Change or deactivate a member

Admins can use a member row to:
  • Change the account type
  • Select ⋯ → Deactivate to stop sign-in and end active sessions
  • Show deactivated members and select Reactivate when access should return
Deactivation retains the person’s studies and access records. You cannot deactivate your own account, and the last active Admin cannot be demoted. Assign another Admin before changing the last one. The Allow share links organization setting determines whether study Editors and Owners can create external guest links.
Turning this setting off disables all existing guest links in the organization immediately. It does not only prevent new links.

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Resolve access problems

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Check the result

The active member has the intended account type and can open the separately shared studies. After an access change, verify the member’s actual capabilities rather than relying on membership alone.