> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plato.ae/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Members

> Add partner accounts to a workspace, remove members, and transfer workspace ownership.

Workspace members are the accounts that can open a partner-owned customer workspace.

Open a workspace, then use `Manage Members` from the Members area.

<img src="https://mintcdn.com/platoae/TIGnbzXxmghL4Tv_/images/partners/workspace-09-wallets-members-section.png?fit=max&auto=format&n=TIGnbzXxmghL4Tv_&q=85&s=271a1524f8091e87d2e9cd20fee8f41e" alt="Workspace members area" width="1440" height="900" data-path="images/partners/workspace-09-wallets-members-section.png" />

## 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.

<img src="https://mintcdn.com/platoae/TIGnbzXxmghL4Tv_/images/partners/workspace-11-manage-members-add.png?fit=max&auto=format&n=TIGnbzXxmghL4Tv_&q=85&s=d85efe353d229fef336d28591d58f7bd" alt="Manage workspace users drawer" width="1440" height="900" data-path="images/partners/workspace-11-manage-members-add.png" />

## Search

Use the search field when the partner account list is long.

Search by name, email, or username.

## 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.

## 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.

<img src="https://mintcdn.com/platoae/TIGnbzXxmghL4Tv_/images/partners/workspace-12-add-member-confirm.png?fit=max&auto=format&n=TIGnbzXxmghL4Tv_&q=85&s=4fbc272ab16dd1dc769adde1bc187647" alt="Confirm member add" width="1440" height="900" data-path="images/partners/workspace-12-add-member-confirm.png" />

The member appears in the workspace Members table after the action is saved.

<img src="https://mintcdn.com/platoae/TIGnbzXxmghL4Tv_/images/partners/workspace-13-member-added.png?fit=max&auto=format&n=TIGnbzXxmghL4Tv_&q=85&s=41a95a35173935ed2efe4b7f0b35a235" alt="Member added to workspace" width="1440" height="900" data-path="images/partners/workspace-13-member-added.png" />

## 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.

## 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.

## 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.
