Workspace administration
Add a teammate
Add someone when they need their own access to Forge, for example a new office manager who will be raising quotes. Give each person their own account rather than sharing a login: that way you can always tell who did what.
Before you start
Only give someone the level of access their job actually needs, and don't use a shared account or password as a shortcut.
Add someone
- Open Settings → Users and check whether they already have a Forge account.
- If they do, give that account membership of the right workspace. If they don't, use your organisation's usual process to create one.
- Pick a role:
- Viewer can read workspace data but cannot change it.
- Editor can make normal workspace changes.
- Admin can manage workspace settings and membership.
- Choose the lowest role that lets them do their job. Workspace admins can manage day-to-day membership; broader platform administration is a separate, higher level.
Check it worked
Ask the person to sign in with their own account and confirm they can see the right workspace.
Remove access
When someone no longer needs access, remove their workspace membership. This doesn't delete their past work.
Prompts to try
List the members and roles for [workspace]. Identify who is an admin and do not change any access.
Before adding [person], show the workspace roles available and ask me to confirm the exact workspace and role. Do not create an account or grant access yet.
Next steps
Review access whenever someone's role changes. If this is about someone else's data, an account recovery, or a deletion you're unsure about, use the privacy and recovery process first.
See Privacy and recovery and Connect your agent.