Workspace and members
Manage workspace identity, member access, roles, invitations, deactivation, and deletion.
A workspace contains one organization's product connections, agents, journeys, runs, findings, billing state, and access decisions.
Workspace settings
Open Settings > Workspace to update the workspace name and image. The name appears in the workspace switcher and invitations.
The primary admin can also review workspace lifecycle controls. Deactivation stops ordinary use without immediately deleting workspace history.
Invite a member
Open Members
Go to Settings > Members. You must be an Admin.
Enter the email and role
Choose Admin, Member, or Viewer. Use the least powerful role that covers the person's work. See Roles and permissions.
Send the invitation
A pending invitation appears in the member page. You can revoke it before acceptance.
Change member access
Admins can change a member between Admin, Member, and Viewer. They can also suspend access, restore a suspended member, or remove a member. The new access takes effect as soon as the change is saved.
A workspace must always retain an active primary admin. If you are the only primary admin and need to delete your account, open Contact us from the help menu to request a transfer. You can also delete the workspace first.
Switch workspaces
Open the workspace menu at the top of the sidebar and choose a workspace. Invokeable reloads your role and access for the workspace you select.
Delete a workspace
Only the active primary admin can request deletion.
- Cancel any active paid subscription.
- Resolve any legal hold or other displayed blocker.
- Open Settings > Workspace.
- Enter
DELETE <workspace name>exactly. - Submit the request.
The request enters a seven-day grace period. You can cancel it before processing begins. At completion, Invokeable rechecks blockers, stops assessment work, closes the workspace, and applies the workspace's data-governance rules.
Workspace deletion affects every member
Export required workspace data before the grace period ends. A personal account deletion is a separate action in Profile.