Participants

Participant roles explained

Participant roles control access per collection.

Roles

  • Owner: full access and workspace management.
  • Admin: manage collections and invite members.
  • Editor: create and edit links and content.
  • Viewer: read-only access.
  • No access: hidden from the member.

Scope

Roles are assigned per collection and can differ across collections.

Invite a participant

Invite a participant and choose their collection roles.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Enter the member email.
  3. Assign roles for collections.
  4. Send the invite.

Notes

  • Invites are scoped to collections.
  • Members only see collections they are assigned to.

Assign collection roles

Assign different roles per collection for the same member.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Select a member or invite form.
  3. Choose a role for each collection.
  4. Save the changes.

Notes

  • Setting a role to none hides the collection for that member.

Resend an invite

Resend an invite if the email was missed.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Find the pending invite.
  3. Select Resend invite.

Notes

  • Only pending invites can be resent.

Revoke an invite

Revoke an invite to stop it from being accepted.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Find the pending invite.
  3. Select Revoke invite.

Notes

  • Revoked invites cannot be accepted.

Update member roles

Change a member role for one or more collections.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Select the member.
  3. Adjust roles per collection.
  4. Save the changes.

Notes

  • Keep at least one owner in the workspace.

Remove a participant

Remove a participant from the workspace.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Select the member.
  3. Choose Remove participant.
  4. Confirm removal.

You cannot remove the last remaining owner.

Transfer ownership

Transfer ownership by promoting another member to owner.

Where to find it

  • Dashboard → Settings → Participants

Steps

  1. Open Participants settings.
  2. Select the member.
  3. Assign the owner role.
  4. Confirm the change.

Notes

  • Keep at least one owner at all times.

Troubleshooting

Use these fixes when participant actions fail.

Invite not delivered

  • Check the email address.
  • Ask the invitee to check spam.
  • Resend the invite.

Invite already exists

  • Check pending invites.
  • Revoke and resend if needed.

Role assignment failed

  • Ensure you have admin or owner permissions.
  • Retry after refreshing.

Ownership transfer blocked

  • Make sure at least one owner remains.
  • Confirm the target member has access.

Failed to remove participant

  • Ensure you are not removing the last owner.
  • Retry after refreshing.