Workspace Admins can see everyone in the workspace, and which projects and teams they’re in, on the Members tab of the Workspace Admin page. This is useful for checking who can see a project, tidying up after people leave, or answering a data protection request.

To get to the Members list, click Workspace Admin on your workspace homepage. Then select the Members tab:

Project and Team Coordinators can do the same for their own project or team, on the Members tab of its settings page:

Reading the List#

Each row is one person:

• an icon showing whether they’re a Current Member, Invited (they haven’t accepted yet), or Awaiting Approval (they signed up with an invitation code and need approving);
• their name, with their email address underneath;
• their role in the workspace;
• the projects (or teams) they’re in. If there are several, you’ll see the first one and a number, such as MoRPh Rivers +3. Hover over it to see them all, with the person’s role in each.

Finding People#

• By name or email: type in the search box and choose Search for “…”.
• By project or team: type the name of the project or team in the search box and use the mouse or the up/down arrow keys to select it under Project (see below) or Team (not pictured). Press Enter. This shows everyone with a role there.

• By type: use the Type button to show only Current Members, Invited Members, or people Awaiting Approval.
• By role: use the Role button. For example, choose Admin to see all of your Workspace Admins.

You can combine these. For example, to see who can approve surveys in one project, choose the project in the search box and then Approver with the Role button. (Coordinators can approve too, so check them as well.)

Downloading the List#

Use the Download menu to save the list as an Excel (XLSX) or CSV file. You get everyone who matches your search and filters, on every page of the list. Ticking people doesn’t change what’s downloaded.

The file has a row for each person, with their name, email address, screen name, user ID, whether they’re a current member or invited, their role in the workspace, and when they joined. If you’ve filtered the list to one project, it also has their role in that project.

Making Changes#

From the same list you can:

• change people’s roles: Change an Existing Member's Role;
• add people to projects and teams: Adding People to Projects and Teams;
• take people out of projects and teams: Remove People from a Project or Team;
• disable or remove people: Removing Workspace Members;
• invite new people: Inviting New Workspace Members.