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A workspace is your organization in Preview: its members, its projects, and its credit balance. Admins manage who’s in it and what they can do.
Managing members needs the Admin role. Everyone else sees a read-only list of who’s in the workspace and their roles.

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Roles

Every member has one workspace role. It sets what they can do across all of the workspace’s projects. A few mechanics worth knowing:
  • Someone invited to a single project who isn’t in the workspace yet joins as a Guest. They drop out of the workspace on their own once they lose access to their last project.
  • A project invite can raise someone’s access on that one project, but never lowers what their workspace role already gives them.
  • Only Admins see Billing, Invoices, and Usage analytics. See Credits.

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Add members

1

Open Members

In the sidebar, click Team. On Enterprise, click your workspace’s name at the top of the sidebar instead, then Members.
2

Invite

Invite them by email and pick a role.
3

Wait for them to accept

They get an email invitation and show as pending until they accept.
From a member’s … menu:
  • Change role: takes effect right away, across every project.
  • Resend invite / Revoke invite: for pending invitations.
  • Remove from workspace: they lose access to the workspace and all its projects.
Filter the list by role (and on Enterprise, by team) from the filter button beside search.

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Credit caps

Admins can cap how many credits any one member spends, so a single person can’t drain the workspace balance.
  • Standard workspaces: open the Caps tab on the Team page, click a member’s cap, and pick a Daily, Weekly, Monthly, or Yearly window and an amount. Unlimited removes the cap.
  • Enterprise: click Adjust credit cap on the member’s row.

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Teams (Enterprise)

On Enterprise, split the workspace into teams: groups of members that share their own set of projects and their own credit cap. Use one per department, client, or production.

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How team access works

  • A project belongs to at most one team, or to none.
  • A team’s projects are only visible to that team’s members, Admins, and anyone invited to the project directly. Other members of the workspace don’t see them.
  • Team members can edit their team’s projects, even if their workspace role is Commenter or Viewer. Only Admins can delete a team’s project.
  • Admins can open every team and its projects without being added.
  • Projects with no team follow the workspace roles above.

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Create a team

1

Start a new team

In the sidebar’s Teams section, click +.
2

Name it

Give it a name and, optionally, a description. Team names must be unique.
3

Add members and projects

Pick its members, then the projects that move into it. Both are optional and can be changed later.
Everyone sees the teams they’re in under Teams in the sidebar. Admins see every team.

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Manage a team

Open a team from the sidebar to see its projects, its members, and its remaining credit. Team members who can create projects can start one right in it with New project. Admins manage the team from the … menu at the top of its page:
  • Add projects: move existing projects into the team. A project already in another team moves out of it.
  • Edit: rename it or change its description.
  • Duplicate: copies the team’s name, description, and members, but not its projects.
  • Manage members: add or remove people.
  • Copy link: a direct link to the team’s page.
  • Delete: members keep their workspace access. If the team still has projects, choose to move them to another team, move them to no team, or delete them along with the team.
To move a single project, use Move to… from its card’s menu on the team page. To change one person’s teams, click the Team column on their row in Members.

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Team credit caps

Click Adjust credit on a team’s page to cap what the whole team can spend from the workspace balance. The cap runs per calendar year, and Remaining credit on the team’s page shows what’s left.