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Workspace Roles

Every workspace member has one of four roles. Roles determine what actions a member can perform within the workspace.
RoleView ConversationsSend MessagesUpload FilesManage MembersDelete Workspace
OwnerYesYesYesYesYes
AdminYesYesYesYesNo
MemberYesYesYesNoNo
ViewerYesNoNoNoNo
Every workspace has exactly one Owner. Ownership can be transferred but not shared. See Transferring Ownership below.

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Role Details

  • Owner — Full control over the workspace. Can invite and remove members, change roles, manage files, delete the workspace, and transfer ownership. The person who creates a workspace is automatically the Owner.
  • Admin — Can do everything the Owner can except delete the workspace or transfer ownership. Admins can invite new members, approve access requests, and remove non-admin members.
  • Member — Can participate in conversations, upload files, and view all workspace content. Cannot manage other members or change workspace settings.
  • Viewer — Read-only access. Viewers can see conversations and files but cannot send messages or upload documents. Useful for stakeholders who need visibility without active participation.

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Inviting Members

1

Open the Members tab

Navigate to your workspace and click the Members tab.
2

Click Invite

Click the Invite button. Enter the email address of the person you want to add. They must already have a RelayHub account in your organization.
3

Assign a role

Select the role for the new member: Admin, Member, or Viewer. You can change this later.
4

Send the invitation

Click Send Invite. The user will see the workspace in their Workspaces list immediately.
You can invite multiple people at once. Each person can be assigned a different role during the invitation flow.

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Access Request Workflow

Users who are not members of a workspace can request access to it. This is useful when someone discovers a workspace through a shared link or sees it referenced in a conversation.
  1. Navigate to the workspace you want to join.
  2. Click Request Access. You can optionally include a message explaining why you need access.
  3. Your request is sent to the workspace Owner and Admins for review.
  4. You will be notified when your request is approved or denied.

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Changing a Member’s Role

Owners and Admins can change the role of any member below their own level. Open the Members tab, find the member, and click the role dropdown to select a new role.
Promoting a Member to Admin gives them the ability to manage other members, including removing existing Members. Be intentional about Admin promotions.

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Removing Members

Owners and Admins can remove members from the workspace. Open the Members tab, find the member, and click Remove. Removed members immediately lose access to all workspace conversations, files, and memory.

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Transferring Ownership

The current Owner can transfer ownership to another member of the workspace.
1

Open the Members tab

Navigate to the workspace and click the Members tab.
2

Select the new Owner

Find the member you want to promote. Click the options menu and select Transfer Ownership.
3

Confirm the transfer

Confirm the action. You will be demoted to Admin, and the selected member becomes the new Owner.
Ownership transfer is immediate and cannot be undone by the previous Owner. The new Owner must transfer it back if needed.

Next: Workspace Files

Learn how to upload, manage, and reindex files in your workspace.