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Collaboration & Security
Manage Members: Access Level Overview
The Manage Members page adds a new Solution Access modal that gives Workspace Admins a full access map for any user in the workspace. Open a member's three-dot menu, pick Solution Access, and see every Solution they can reach with the highest combined personal-and-team permission for each — drill into a Solution to see its Tables, filter, search, and export to CSV. ITSM operators reviewing who can access the Incident Management solution, GRC compliance teams verifying auditor scope before a SOC 2 review, and Workspace Admins running quarterly access reviews all get member-level visibility from a single pane.
Key Highlights
- Solution Access Modal from Manage Members: A new option under each member's three-dot menu opens a modal showing every Solution the user can reach with the highest combined (personal + team) permission — no more reconstructing effective access by hand.
- Two Modes, One Modal: Solutions listing is the default; click a Solution to switch to Tables listing for that Solution, complete with breadcrumbs showing the selected User and Solution.
- Personal-vs-Team Source Indicator: Every permission value shows whether it was granted directly at the personal level or inherited through a Team, so admins know exactly where to go to change it.
- Filter, Search, and Switch Users In-Place: User Selector to jump between users without closing the modal, Permission Selector to narrow to a specific access level, name search across the current listing, all working together.
- Click-Through to Permissions Editors and CSV Export: Click any permission value to open the corresponding Solution Permissions or Table Permissions modal and edit access in place; the listing refreshes immediately when the editor closes. Export the current filtered listing to CSV for evidence or offline review.
How It Works
- Open Workspace Administration → Manage Members. Find the user you want to audit and open their three-dot menu; pick Solution Access.
- The Solution Access modal opens in Solutions listing mode: every Solution the user can reach, sorted A-Z, with the highest combined permission and an icon showing whether that permission came from a personal grant or a Team grant.
- Filter the listing with the Permission Selector (defaults to All Permissions), search by Solution name, or switch to a different user via the User Selector without closing the modal.
- Click a Solution to drill into Tables listing mode for that Solution: same layout, same filters, breadcrumbs indicating the selected User and Solution.
- Click any permission value to open the Solution Permissions or Table Permissions modal. Adjust the permission; when the modal closes, the listing refreshes to reflect the new effective access immediately.
- Export the current listing to CSV via the Export control for offline record-keeping or audit-evidence attachment.