Workspace Members

Workspace members are the accounts that can open a partner-owned customer workspace. Open a workspace, then use Manage Members from the Members area.

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Manage Members

Use Manage Members when an existing partner account needs access to the workspace. The drawer lets you search accounts, filter by membership state, add accounts, and remove existing members.

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Search

Use the search field when the partner account list is long. Search by name, email, or username.

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Membership Filter

Use the membership filter to switch between:

• Member, for accounts already connected to the workspace.
• Not Member, for accounts that can still be added.

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Add A Member

1. Open Manage Members.
2. Switch to Not Member if needed.
3. Find the account.
4. Click Add.
5. Confirm your password if Plato asks.

After adding, the account can open the workspace according to its role. The member appears in the workspace Members table after the action is saved.

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Remove A Member

1. Open Manage Members.
2. Switch to Member if needed.
3. Find the account.
4. Click Remove.
5. Confirm your password if Plato asks.

Use remove when the account should no longer access this workspace.

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Member Row Actions

Inside the workspace Members table, the row actions menu can include:

• Make Owner, for transferring workspace ownership to that member.
• Remove, for removing that member from the workspace.

Make Owner is not available for the current owner.

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Good Access Practice

Create one account per person. Avoid sharing one account between several customer team members, because it makes access and password resets harder to control.