📌 Overview

The Members and Roles settings in cofi.ai control who can access your workspace and what actions they’re allowed to perform.

These permissions govern everything from editing data models to publishing dashboards, ensuring your workspace remains secure, organized, and collaborative.

By assigning appropriate roles, Admins can balance accessibility with governance — giving each user the right level of control for their responsibilities.

🔑 Key Concepts

Concept Description
Member Any user invited to your workspace.
Role A predefined set of permissions assigned to a member.
Access Control The framework that determines what users can view, edit, or publish.
Admin A user with full workspace privileges.
Viewer A read-only user who can explore dashboards and reports.

💡 Tip: Access management ensures that sensitive data stays protected while collaboration stays fluid.

⚙️ Accessing Members and Roles

  1. Navigate to ⚙️ Settings → Members and Roles from the sidebar.
  2. Review the list of current members and their assigned roles.
  3. Use the Invite Member button to add new users.
  4. Adjust roles and permissions as needed.

📤 Inviting Members to Your Workspace

1. Add a New Member