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Use Settings → Members to manage access to a ClosedLoop AI workspace. Roles provide defaults, while granular permissions can change what an admin or member can manage.

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Role model

Granular permissions can override role defaults. The controls visible to the signed-in user are the source of truth for their current access.

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Invite a teammate

1

Open Members

Go to Settings → Members.
2

Create the invitation

Select + Invite, enter the teammate’s email address, and choose the appropriate role.
3

Send and verify

Send the invitation. Confirm that the person appears as Invited until they accept.

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Change access

1

Choose a member

Open the member’s actions in Settings → Members.
2

Change the role or permissions

Choose Make Admin, Make Member, or Manage Permissions, depending on the access change you need.
3

Confirm the new access

Reopen the member’s actions and verify the displayed role and permissions.

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Remove access or transfer ownership

  • Use Cancel Invitation for a pending invitation.
  • Use Remove Member to revoke an active teammate’s workspace access.
  • The current owner can use Transfer Ownership for an eligible active member.
Ownership transfer changes who controls the workspace and billing. Confirm the intended recipient before completing it.

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Troubleshooting

  • Management actions are missing: Your role or granular permissions do not allow that action.
  • A teammate cannot manage a feature: Review their granular permissions instead of relying only on the role name.
  • You need current plan limits: Open Settings → Plan & billing. Plan details are not duplicated on this page.