Managing Team Members

As an admin in Obvious, you can easily invite team members, manage their roles, and control their workspace access to ensure your team has the right permissions. This helps maintain security and efficiency within your Obvious workspace.

Invite a member

Open Settings → Workspace → People → Members.

Click into the Search members or add emails... field and type an email address. Press Enter or comma to add it. You can add multiple addresses before sending.

Choose a role from the dropdown beside the field: Guest, Member, Admin, or Owner (only workspace owners can assign the Owner role).

Click Invite. If the person already has an Obvious account, they are added to the workspace immediately. If they do not have an account yet, Obvious sends them an invitation. They will join the workspace when they sign up.

Note: Workspaces on seat-based plans have a seat limit. If your workspace is at capacity, you will need to remove a member or upgrade your plan before inviting someone new.

Change a member role

Obvious has four workspace roles: Guest, Member, Admin, and Owner. Each one controls what a person can see and do across the workspace. For a full breakdown of what each role includes, see Roles & Permissions.

To change someone's role:

1. Go to Settings → Workspace → People → Members.
2. Find the person in the members list.
3. Click the role dropdown in the Role column next to their name.
4. Select the new role. The change saves automatically.

Warning: If you are an Admin and you change your own role to Member or Guest, you will not be able to change it back yourself. Another Admin or the Owner will need to restore your access.

Remove a member

1. Go to Settings → Workspace → People → Members.
2. Find the person you want to remove.
3. Click the role dropdown in the Role column and select Remove.
4. Confirm the removal in the dialog that appears.

When you remove a member, Obvious automatically revokes all of their access: their workspace membership, any projects they were individually shared on, and any projects they owned within the workspace.

The removed person immediately loses access to every workspace resource: projects, documents, sheets, and shared data.

Note: If you re-add someone later, they will rejoin as a regular workspace member. They will not automatically regain access to projects they were previously shared on. Those need to be re-shared individually.

Manage pending invitations

When you invite someone who does not have an Obvious account yet, their invite stays pending until they sign up. Pending invites appear in the Pending invitations section of the Members page. You can cancel a pending invite at any time by clicking Cancel next to their email. If you cancel by mistake, you can always send them a new invitation.

Manage team membership

You can change a team member's role or remove them from the workspace at any time from the Members page. To change a role, use the role dropdown next to their name and select the new role you want to assign. Changes take effect immediately. To remove someone, click the role dropdown and select Remove, then confirm. Removing a member revokes their access to all workspace resources.